Savant Wealth Management
Financial Advisors in Scottsdale, Arizona
Savant Wealth Management is an leading accounting firm in Scottsdale, AZ. Their services include scottsdale, arizona, comprehensive wealth management, investment management, financial planning, estate planning wealth transfer. The team holds professional credentials including cpa, cfp, cfa. Reach them at 4805616323. Visit their website to learn more about their work. Located at 20551 N Pima Rd Ste 200. Led by and business, at Savant Wealth Management in Scottsdale, AZ, our fiduciary financial advisors offer objective, fee-only advice tailored to your unique circumstances. As part of a national, majority employee-owned firm, we help clients navigate life s financial complexities with strategies designed to serve their best interests. Conveniently located at 20551 N. Pima Road, our Scottsdale office serves professionals, families, and business owners seeking clarity and structure in their financial lives. Their motto: "Financial Advisors in Scottsdale, Arizona" Services include scottsdale, arizona, comprehensive wealth management, investment management, financial planning, estate planning wealth transfer, tax advisory preparation. Professional credentials include CPA, CFP, CFA, CRS. Located at 20551 N Pima Rd Ste 200. Reach them at 4805616323. Visit their website for more details on services and portfolio.
How We Scored Savant Wealth Management
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- CPA, CFP, CFA, CRS → 8/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 6/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 10/5 pts
Key facts
- Managing Partner
- and business
- Team size
- 2
- Based in
- Scottsdale, AZ
- Address
- 20551 N Pima Rd Ste 200
- Website
- https://savantwealth.com/locations/scottsdale-arizona/?utm_source=extnet&utm_medium=yext
- Phone
- 4805616323
- Certifications
- CPA
- CFP
- CFA
- CRS
Frequently asked questions
- What is Savant Wealth Management's ranking among CPAs in Scottsdale?
- Savant Wealth Management is ranked #6 in Scottsdale with a Guide Score of 24/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
- What services does Savant Wealth Management offer?
- Savant Wealth Management's specific services are not yet catalogued in our directory. Review the firm's website at https://savantwealth.com/locations/scottsdale-arizona/?utm_source=extnet&utm_medium=yext or contact the firm directly for their current service offerings.
- What credentials does Savant Wealth Management hold?
- Savant Wealth Management holds the following credentials: CPA, CFP, CFA, CRS. These are verified against public professional registries.
- Where is Savant Wealth Management located and what areas do they serve?
- Savant Wealth Management is based in Scottsdale, AZ. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Savant Wealth Management?
- To engage Savant Wealth Management: Visit https://savantwealth.com/locations/scottsdale-arizona/?utm_source=extnet&utm_medium=yext to review their services, or call 4805616323. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.