Savant Wealth Management - Buffalo Grove Lincolnshire Chamber of Commerce, IL

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Savant Wealth Management
475 Half Day Rd Lincolnshire IL 60069

(847) 541-6888

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Hours:

8:00 am - 4:30 pm, M-F
About Us

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting.
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Mr. Michael Jason Goldstein

I have been involved in the financial services industry since 2001. Prior to joining Savant, he spent 11 years as owner of Addison Clark Wealth Management, LLC. Before that, he was a financial consultant for Charles Schwab and a financial advisor for Morgan Stanley.

I earned a bachelor of arts degree in social science from Florida Atlantic University. He is an Accredited Asset Management Specialist. (AAMS®).

I currently reside in Vernon Hills, IL with his wife Michelle and their twin daughters. He is also the dad of two older daughters. In his spare time, he loves traveling, flying planes, fishing, baseball, and anything outdoors.

Mr. Michael Jason Goldstein

Financial Advisor

Phone: (847) 541-6888

Cell Phone: (847) 989-3998

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475 Half Day Rd Suite 210 Lincolnshire IL 60069
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