Alexandria Capital

At Savant, we believe financial planning isn't about complex calculations and jargon - it's about building a secure and fulfilling future. We partner with individuals, families, executives, and businesses to create customized plans that align with their unique goals and aspirations.

Who We Are

Savant comprises a team of experienced professionals with deep expertise in wealth management, investment management, financial planning, estate planning, tax advisory, and more. We are driven by a passion to empower clients to achieve their financial goals and navigate life's financial challenges with confidence.

What Sets Us Apart

• Employee-Owned: Unlike many traditional firms, we are majority-owned by our employees. This alignment ensures that your success is our success. We are driven by your best interests and committed to providing personalized guidance and support.
• Holistic Approach: We take a comprehensive approach to wealth management, addressing every aspect of your financial life. We consider your financial goals, risk tolerance, and values to create a truly personalized plan.
• Client-Centered: We prioritize open communication and collaboration. Your dedicated advisor will work alongside you every step of the way, answering your questions and addressing your concerns.
• Compassionate Guidance: We understand that financial planning isn't just about numbers. We are committed to providing guidance and support with empathy and understanding.

Comprehensive Wealth Management

• Financial planning and goal setting
• Investment management
• Portfolio review and optimization
• Retirement planning and execution

Investment Management

• Customized portfolio construction
• Risk management analysis
• Regular performance review and optimization

Financial Planning

• Cash flow analysis and budgeting
• Debt management
• Estate planning and charitable giving

Additional Services

• Tax advisory and preparation
• Trust services
• Accounting and consulting services
• Family office services
• Company retirement plan services

Our Approach

We believe in a collaborative and client-centered approach to wealth management. We listen carefully to your goals, dreams, and concerns to understand your unique situation. Then, we work with you to develop a customized plan that aligns with your individual needs and aspirations.

Our Commitment

At Savant, we are committed to helping you achieve financial clarity, build wealth, and secure your future. We are your trusted partners on your financial journey, navigating life's challenges and realizing your financial aspirations.