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Announced

Completed

Savant Wealth Management completed the acquisition of World Trend Financial.

Synopsis

Savant Wealth Management, an independent, fee-only wealth management firm, completed the acquisition of World Trend Financial, an investment advisory firm. Financial terms were not disclosed. “As we considered how best to serve our clients in the future, we were attracted to Savant’s breadth of services, including tax planning and estate planning, as well as its commitment to developing a world-class client experience. We share that forward-thinking mindset and believe our clients will benefit from working with a team of specialists all under one roof,” Tory Meiborg, World Trend Financial president and partner.

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