Update from your Newest Savant Wealth Management Team

We’re excited to announce that we are now officially part of Savant Wealth Management! While this transition may seem swift for you, it has been a two-year journey for our team. We are eager to move forward together, but we recognize there is still much work ahead. Please know that we aim to keep the behind-the-scenes process as seamless as possible for you! We would like to share an overview of the key steps involved in this transition.

Welcome Letter and Quarterly Newsletter

We’ve purposely kept this newsletter short, because you will soon receive a welcome letter and your first Savant quarterly newsletter any day now. This will be your first introduction to our new firm and the extensive services we offer. We hope you find the Savant newsletter informative and engaging and hope you enjoy it every quarter thereafter.

Schwab Conversion

We successfully completed our Schwab conversion on October 1st, a day earlier than planned. We appreciate your understanding regarding the notifications you received, as we were unable to send prior communication before Schwab’s notifications. Thank you for your patience!

Office Telephone Conversion

Mid-October will mark the transition to our new phone system. Rest assured, our phone numbers will remain the same, and you will now have access to direct lines. We anticipate no disruption in phone service, and the new system, powered by Zoom, will offer improved features, including text messaging, video conferencing, and enhanced conference call capabilities. (Please note, our 800 number will no longer be available.)

Technology Conversion

Scheduled for the first weekend in November, our technology upgrade will enhance your experience with all new office equipment. We do not expect any interruptions to our workflow during this upgrade.

Data Migration

Our data migration—including our trading, reporting, and CRM platform—has already begun. We are optimistic that this process may take around four months, though realistically, completion may take up to six months. You will continue to access your reports and Legacy Action Plans through our Client Portal as usual. We will notify you on how to use the Savant Legacy Portal once the transition is finished.

Most importantly, there is no action needed on your part. Your Team remains the same, your custodian remains the same, nobody is retiring, and we look forward to showing you our new Savant signage!

Capital Markets Update

This summer's capital markets were generally favorable to our clients, and you should notice this on your recent quarterly statements. However, this was not achieved without volatility as investors waited for the September announcements from the Federal Reserve regarding interest rate policies. While we still do not know exactly where the capital markets go from here, we believe your long-term policy should continue to be the focus of your energies.

As the elections approach, we’ve included educational materials about the upcoming elections for your update meeting. Many of you have already familiarized yourself with this content as we discuss every election year. But it has been updated with information from the most recent election cycles. We do not need to wait for your next update meeting should you desire a quick discussion prior to the November election. Feel free to contact us any time!

In the coming weeks and months, we’re excited to introduce various Savant services that may benefit you during our update meetings. We’re proud to be part of the Savant team and are confident you will see positive outcomes from this partnership, both now and in the future.

If you have any questions, please don’t hesitate to reach out. We look forward to sharing the exciting developments ahead as we embrace this new chapter!

We look forward to connecting with you soon.