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Brent Brodeski, CPA, CFA®, CFP®
Savant Wealth Management

Tel: 866-489-0500
190 Buckley Drive
Rockford, IL 61107

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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General Information

Firm Start Year:   1922
Name of Custodial Firm:   Schwab, TD Ameritrade, Fidelity
Work with the following types of clients:   7685976861
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services

Services

Can meet clients in the following ways:   Via Email, Via Phone, Video Conference, Your Home

Firm Information

Advisor's Number of Clients:   6957
Assets Managed by Advisor:   $500000

Compensation and Fees

Compensation Methods:   Based on Assets

Education

BS   Northern Illinois University
MBA   Northern Illinois University

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