At Savant Wealth Management in New York, NY, our fiduciary financial advisors remain focused on helping you approach your financial future with clarity and confidence. We provide advice that is transparent and free from commissions or sales incentives. Located at 545 Fifth Ave., our New York office supports individuals, families, and business owners with customized planning and investment solutions designed around their specific goals.
While many of our clients have $750,000 or more in investable assets, we also welcome those who anticipate future financial growth through inheritance, professional advancement, or business success.
Our New York-based advisors are available for in-person and virtual meetings to assist with retirement planning, estate strategy, tax planning, and more. Schedule your introductory consultation to explore how Savant can help guide your financial journey.
Savant Wealth Management brings together the scale of a national firm and the focus of a local, relationship-driven team. As fiduciaries, we are committed to providing advice that serves only your best interests. Our New York advisors are experienced and professionally accredited, working closely with clients to provide thoughtful, strategic guidance. We prioritize building lasting partnerships grounded in trust, objectivity, and personalized planning.
At our New York location, we primarily assist women who have experienced or are navigating divorce. We designed our integrated team approach to help address the full scope of your financial life and help ensure your goal-drive financial plan is cohesive while you navigate this part of your life.
Our financial advisors in New York bring a foundation of industry expertise and a clear commitment to client success. With industry credentials and extensive experience, they provide fiduciary guidance and personalized strategies built around your unique financial goals and vision.
Managing Partner / Financial Advisor
Access a wide range of tools, checklists, and planning resources designed to support informed financial decision-making. Whether you are mapping out your retirement plan or reviewing your current strategy, our materials are here to help you move forward with greater confidence and insight.
Start building a financial plan that reflects your goals and values. Reach out to our New York office at 212.273.0400 or schedule a consultation with one of our local fiduciary advisors to explore how we can help guide your financial future with clarity and confidence.
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Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 12 on the Barron’s list of 2025 Top 100 RIA Firms, moving up from number 17 in 2024 and number 31 in 2023.
A fiduciary must act solely in your best interests. At Savant, we embrace this responsibility by offering transparent, commission-free guidance tailored to your financial goals.
To help us get a full picture of your finances, please bring documents like tax returns, investment summaries, insurance coverage details, and any estate-related paperwork.
Our team provides a wide range of services, including retirement and investment planning, tax strategy development, and estate coordination, all customized to support your long-term financial success.
Located at 545 Fifth Ave., Suite 1108, in Midtown Manhattan, our office is easily accessible via public transportation, with nearby subway stations including Grand Central Terminal and the Fifth Ave.-Bryant Park station. Paid parking is available in the vicinity.
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Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
