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Savant Wealth Management
Tel: 815-297-0400 1011 Loras Drive Freeport, IL 61032
Wise Counsel
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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Our Team

Michael
Michael Briscoe
Financial Advisor

Michael has been involved in the financial services industry since 2021. Prior to joining Savant, he was a financial representative at a financial and insurance services firm with national branding. Michael earned a bachelor of science degree from the University of Dubuque, where he played quarterback on the football team, and a master of business administration degree in finance from Concordia University Chicago. He volunteers as a football coach at Eastland-Pearl City High School. Michael and his wife Korissa have a daughter, Karrigan. In his free time, Michael enjoys spending time with his family, boating, golfing, and watching sports.

Bradley
Bradley Stewart
Financial Advisor

Brad has been involved in the financial services industry since 2013. Before transitioning to his current role, he was an investment research analyst for Savant, where he was responsible for creating investment analysis reports used by the financial advisors to develop planning and investment strategies, supporting research and due diligence of funds and fund managers for potential inclusion in Savant investment strategies, and generating reports for financial advisors including model portfolio, fund performance, and client benchmarking reports. He also served as a portfolio accountant for Savant. Brad earned a bachelor of science degree in finance from Northern Illinois University and is a CERTIFIED FINANCIAL PLANNER professional. He grew up in Freeport as a middle child with two sisters. Brad enjoys golfing, anything outdoors, and spending free time with his family in Freeport. Since returning to Freeport he has enjoyed volunteering on the board of directors for two local charities and giving back to the community that raised him.

General Information
Firm Start Year:

1986

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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