Sam Fitch is a seasoned Financial Advisor and Member Owner at Savant Wealth Management, bringing over 30 years of expertise in comprehensive financial planning, wealth management, and investment management to his clients. With a particular focus on individuals nearing or in retirement, Sam excels in...
Sam Fitch is a seasoned Financial Advisor and Member Owner at Savant Wealth Management, bringing over 30 years of expertise in comprehensive financial planning, wealth management, and investment management to his clients. With a particular focus on individuals nearing or in retirement, Sam excels in guiding clients through the complexities of income distribution strategies, tax planning, and making informed decisions regarding pensions and Social Security benefits. His deep understanding of retirement planning allows him to tailor solutions that align with each client's unique financial goals and lifestyle aspirations.
Since the recent merger of Bridgeworth with Savant Wealth Management on November 30, 2023, Sam has been instrumental in integrating the two firms' philosophies and practices, ensuring a seamless transition for clients. His commitment to personal risk management and estate planning further underscores his holistic approach to financial advisory services. Sam is particularly dedicated to supporting widows and widowers, providing compassionate guidance during challenging times and helping them navigate their financial futures with confidence.
As a Certified Financial Planner, Sam combines his extensive knowledge with a personalized touch, making him a trusted partner for clients seeking to secure their financial legacies. His skills in asset management and personal financial planning empower clients to make informed decisions that enhance their wealth and provide peace of mind. With a reputation for integrity and a client-centered approach, Sam Fitch continues to make a significant impact in the lives of those he serves at Savant Wealth Management.
