Savant Wealth Management - Financial Advisory Firm in Clinton, SC

Q: How much risk should I be willing to take?

This depends on many factors such as the comfort level of the investor and what is required to achieve their goals. At Savant we utilize a robust discovery process to develop a plan and a risk assessment that makes sense for the individuals.

Q: What is your approach to financial planning?

While many advisors manage money, we believe this is only a small piece of the equation. That's why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants. Because Savant's team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant's comprehensive wealth management services become your financial concierge.

Q: What are your fees for this service?

Our fees are based on a percentage of the assets managed.

VETTED

Tel: 864-833-4450 301 North Broad St Clinton, SC 29325

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.

See Disclosures

Our Team

David Ramage

David Ramage serves as a financial advisor in Savant's Clinton, South Carolina, office. He has worked in the financial services industry for more than 40 years. He previously served as managing director of SwaimBrown Wealth Management from 2013 until it joined Savant in 2023. Before that, he owned and operated the Ramage Agency, where he provided financial services and insurance solutions to individuals and families.

An active member of Broad Street United Methodist Church, David serves as church treasurer and contributes his time to the Finance and Stewardship committees.

David earned a bachelor's degree in business administration from Presbyterian College in Clinton. He and his wife, Sara, have two daughters and four grandchildren. He enjoys life in the country and spending time with his family.

General Information

Firm Start Year:

1986

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

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

Services

Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

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

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

Do you have a customer satisfaction or refund policy?

Do you offer any guaranteed results?

How much risk should I be willing to take?

What is your approach to financial planning?

What are your fees for this service?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1892741/wiseradvisor-savant-wealth-management-detailed-disclosure.html

Firm CRD# 107271

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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