David Handley, CFP® - Savant Wealth Management
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
We help build ideal futures for our clients, our team, and the communities we serve.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Financial Planning
- Individual Tax Preparation
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
Pricing
- AUM-Based Fee — 1% of AUM