Savant Wealth Management’s Post

It is an honor and a privilege to showcase our advisors in the Southeast Florida Market for being recognized on Forbes' 2024 Top Next-Gen Wealth Advisors and Best-in-State list. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

There has been significant growth in interest among financial advisors in structured notes in recent months. Many advisors who already have allocations are seeking to expand them as a means of diversification, according to alternatives platform CAIS. Marc Premselaar #financialadvisory #connectmoney

Built on Experience. Driven by Client Success. Helix Private Wealth was founded on the belief that everyone deserves access to sound financial guidance. Coming from a large institution, we saw the need for a different kind of practice — one focused on multigenerational wealth planning, personal relationships, and empowering families through education. With our institutional trading experience and passion for wealth management, we’re dedicated to helping clients make informed decisions that preserve and grow wealth across generations. Our mission is to preserve and grow our clients’ wealth through education and personalized, comprehensive solutions. Visit https://www.helixpw.com/ to learn more. -- Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. 

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://ow.ly/LU9J30sEgMH The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (ow.ly/b9PR30sCXnA) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://ow.ly/hvCP30sCZCE The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (ow.ly/b9PR30sCXnA) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://ow.ly/4heF30sEo8j The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (ow.ly/b9PR30sCXnA) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

WealthManagement.com shares data from Cogent Syndicated, highlighting advisors favoring SMAs, while putting model portfolios on the back burner. The report found that advisors who serve high-net-worth investors expect to increase SMA allocations from 23% to 31% between now and 2025. Read the full article here: https://hubs.li/Q02ktmXr0 #mrx #modelportfolios #advisorresearch

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://ow.ly/zvPa30sE8w5 The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (ow.ly/b9PR30sCXnA) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

Alas! My wealth management people have spoken: On any given day, I need to login to 10 different programs to do my portfolio work, stock research and to retrieve the data for my clients' requests. This is super annoying and that's why I've dedicated years of my life to create a better system. I've already wasted months on dull and tedious administrative processes that I'll never get back. No more. Life is short and time is money. Legacy systems are a poor excuse IMO and it turns out I'm not alone... #buh-buy-la! #ria #investmentadvisor #portfoliomanager Finliti Treegrove Investment Management Inc.

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://ow.ly/EE4730sE1SB The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (ow.ly/b9PR30sCXnA) was used for regulatory data. Savant did not pay a fee to be included in this ranking.