Skip to main content

Invest with Phil

Schedule an Introductory Call

Whether you're looking for an evidence-based investment strategy, working on a plan to reach your financial goals, or seeking a second opinion, let's talk! I invite you to schedule a 15-minute introductory call with me.

During your introductory call, we’ll discuss what’s on your mind, identify your most pressing concerns, and determine if Savant Wealth Management is a good fit for you.

Note: To begin a relationship with Savant, you typically need to have an investment portfolio of at least $300,000. Learn more about what you can expect as a client.

Follow the instructions below to schedule time to talk with me. I look forward to meeting you. This scheduling page may take a moment to load.

 

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.