Prince William Chamber of Commerce

Savant Expands its Tax and Wealth Transfer Team

cpovalitis October 30, 2017 Comments Off on Savant Expands its Tax and Wealth Transfer Team

Addition of seasoned professional Andrew Welp further positions Savant as industry leader in building and transferring wealth 

  • With more than a decade of experience and expertise, Andrew J. Welp, CPA, JD, further enhances firm’s comprehensive financial planning services
  • Growing wealth transfer and tax team bridges gap between building wealth and transferring wealth
  • Increases support team to five attorneys and 13 certified public accountants

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 11 additional offices in three states, including McLean, VA, announced that Andrew J. Welp, JD, CPA has been hired as its third dedicated wealth transfer advisor. He joins the firm’s growing tax and wealth transfer team that is led by Michael Cyrs, director of wealth advisory.

Welp is a member of the firm’s Planning Team and is responsible for overseeing the new in-house trust and estate settlement officers who were added to the team in 2017 and coordinating the necessary legal and tax matters in the estate and wealth transfer process for clients. He also maintains responsibility to act as a direct liaison with Savant’s affiliated trust company, Savant Private Trust, a division of National Advisors Trust Company.

“Savant is about the creation of wealth and, as importantly, the transfer of wealth,” said Brent Brodeski, CEO of Savant. “Andy will further enhance our ability to act as a conduit to help bridge the gap between our clients’ wealth accumulation and leaving the legacy they desire. We are thrilled to have Andy on the Savant team.”

The addition of Welp represents the firm’s commitment to meeting the comprehensive financial planning needs of its clients via a hand-on support team, which now has five attorneys and 13 certified public accountants who serve as advisor support within Savant and its affiliate, Savant Tax and Consulting.

“Savant drew me in because of the team’s broad range of disciplines that enable it to help more people build their ideal futures,” said Welp. “I value the team approach, the diversity of team members, and the strong relationships they have with clients and the communities we serve.”

Prior to joining Savant, Welp worked as head of finance, compliance, and operations for a financial planning firm. He earned a bachelor’s degree in accounting from Bradley University and a juris doctorate degree from Northern Illinois University College of Law. Welp is a Certified Public Accountant and a member of the American Bar Association, the Illinois State Bar Association, the Chicago Bar Association, and the American Institute of Certified Public Accountants.

Savant manages more than $5 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has 11 offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

Like this Article? Share it!

Comments are closed.

Cornerstone Partners

Vision Partners