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Since 1993, our University Wealth Management team has specialized in helping provide comprehensive wealth management to university faculty, physicians, and administrators nationwide. Today, Savant University Wealth Management partners with university leaders on their financial well-being. Our holistic approach is designed to encompass all the core pillars of financial planning: investment management, retirement planning, tax planning, and estate planning, tailored to the specific needs of those working in the university community.
Because our University Wealth Management team focuses only on university employees, we understand the nuances of your benefits plan, as well as the unique life and career paths of higher-education professionals like you.