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Savant Wealth Management
Tel: 608-836-3600 8401 Greenway Boulevard Suite 212 Middleton, WI 53562
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

Brent
Brent Lindell
Financial Advisor

Brent has been involved in the financial services industry since 1992, has been an advisor since 1994, and served as a trust officer for 10 years. Prior to joining Savant, he was vice president and wealth management consultant for a large bank where he was responsible for financial planning and new business development in the $2.5 billion trust department, specializing in high net worth individuals. He is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process. Brent earned a bachelor of arts degree in economics from the University of Iowa. He is a Certified Trust and Financial Advisor (CTFA), a CERTIFIED FINANCIAL PLANNER professional, an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans Specialist (CRPS®). Brent received extensive training at the Cannon Financial Institute’s Trust School at the University of Notre Dame and is a member of the National Association of Personal Financial Advisors (NAPFA). Brent is a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves on the public works committee for the Town of Verona (WI). Brent is routinely interviewed by local television stations for his financial expertise and has been quoted by Yahoo! Finance, Financial Advisor magazine, and Fox Business, among others. He has authored numerous newspaper and magazine articles. Brent and his wife Kristine have three sons, Logan, Keegan, and Carson. He enjoys reading, hunting, skiing, golf, college football, and travel.

Sarah
Sarah McGinniss
Financial Advisor

Sarah is a founding member of Cents of Self, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2015. Prior to joining Savant, Sarah worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigations and mortgage-backed securities cases. Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. She is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Behavioral Finance Professional (ABFP). Sarah is a member of the Junior League of Madison and serves on the board of the Madison Estate Council. During her free time, Sarah enjoys spending time with her husband Adam and sons Jack and Owen, being active, and baking.

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:

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio 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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