Savant Wealth Management

Owner, Financial Advisor, Managing Director

Domani Wealth   

Domani Wealth (formerly ParenteBeard Wealth Management) is an independent wealth advisory firm founded on the idea of “tomorrow”. We help our clients understand how financial planning decisions made today will impact their financial opportunities for tomorrow. Being an independent wealth advisory firm allows us to manage and promote opportunities based on what will work best for your unique financial situation. Whether you are looking for financial planning based on retirement or a financial strategy based on substantial wealth, or anything in between - our team of financial professionals offer the experience and objectivity you need for navigating the opportunities that tomorrow brings.

I enjoy working closely with individuals, their families, trusts and charitable foundations to develop customized financial plans that are aligned with their personal goals and objectives. I am also very active in working with families that utilize Domani Wealth as their Family Wealth Office. As a CPA with significant tax and consulting experience, I apply this specialized knowledge to various aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement.

I also work very closely with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans, goals, cash needs and appropriate risk levels.

As a member of the executive management team, I serve as Chief Operations Officer for the firm.

At Domani Wealth, tomorrow’s opportunities start today.

Partner - Senior Wealth Advisor - COO

ParenteBeard LLC

Partner

Deloitte & Touche (formerly Touche Ross)

Senior Consultant

While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your investment accounts. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise or Recommendations.

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