Savant Wealth Management Overview

  • www.savantwealth.com
  • Rockford, IL
  • 201 to 500 Employees
  • 1986
  • Company - Private
  • Investment Banking & Asset Management
  • $25 to $50 million (USD)

CompetitorsUNKNOWN

Savant is a fee-only wealth management firm serving individuals, trusts, retirement plans, and non-profits. At Savant, our goal is to help people live the way they want when they retire. We take the time to get to know their goals, their aspirations and what is most important ...
Mission: Our mission is to empower individuals, families, and institutions to achieve their life and financial goals by serving as their most trusted advisor – and helping them gain clarity, confidence, simplicity, and peace of mind.

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Savant Wealth Management Reviews

3.9
66%
Recommend to a Friend
88%
Approve of CEO
Brent R. Brodeski
Brent R. Brodeski
7 Ratings
5.0
Former Intern

"Finance Intern"

Feb 28, 2021 - Finance Intern in Rockford, IL

Pros

Very positive work environment with friendly employees

Cons

There were no downsides to working here
See All 14 Reviews

Diversity & Inclusion at Savant Wealth Management

3.6
(3 Reviews)

Savant Wealth Management Photos

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Savant Wealth Management photo of: MISSING VALUE

Savant Wealth Management Interviews

Experience
Positive50%
Neutral50%
Getting an Interview
Applied online100%
Difficulty
3.0
Average
HardAverageEasy

  1. Financial Paraplanner Interview

    Anonymous Employee in Rockford, IL
    No Offer
    Neutral Experience
    Average Interview
    Application

    I applied online. I interviewed at Savant Wealth Management (Rockford, IL) in Aug 2017

    Interview

    Within a couple months of applying to multiple positions at Savant I received a call back for a phone interview. The phone interview was ~30 minutes. Typical behavioral questions. Never heard back from them even after reaching out twice within months of the interview.
    Interview

    What do you know about Savant?

    Answer Question

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Savant Wealth Management Awards & Accolades

  • InvestmentNews Best Places to Work for Financial AdvisorsBest Companies Group2018
  • 2017 Rockford Chamber of Commerce Citizen of the YearRockford Chamber of Commerce2017

Pledges & Certifications

  • Career Advancement Program

    Helping employees "upskill" into higher-paying positions

Popular Careers with Savant Wealth Management Job Seekers

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Savant Wealth Management FAQ

(5 Questions)

All answers shown come directly from Savant Wealth Management Reviews and are not edited or altered.

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How is management perceived at Savant Wealth Management?

...My experience has been awful in regards to my direct managers....

December 9, 2020

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