Skip to content
Savant Wealth Management logo

Savant Wealth Management Privacy Policy

Last reviewed

For military service members and veterans

Tell us about your situation. We'll discuss whether we're a good fit. There's no obligation.

Request a conversation

This policy explains what information we collect when you visit savantiswealth.com, why we collect it, and how we use it.

1. What you share with us

When you fill out our request form, you provide your name, email address, phone number, ZIP code, and an estimate of your investable assets. We use this information to respond to your inquiry, assess whether our services may be right for you, and determine whether we can work together.

2. Technical information the site gathers

We also collect routine technical information: which browser you use, which pages you visit, and how you navigate the site. This helps us understand how visitors use the website so we can make it better.

3. Cookies and local storage

This site does not use advertising cookies or cookies that track you across other websites. We do not sell your browsing activity.

When you visit, your browser's local storage may keep track of the first page you landed on, the website that referred you here, and any calculator result you generated. We only see these details if and when you submit a request form. This data is kept for up to 30 days.

Our hosting and security provider may place one essential cookie on your device to block automated traffic and protect the site. You can clear all cookies and site data from your browser settings at any time.

4. Why we keep the information

We use the information you provide to answer your questions, contact you about your inquiry, improve our website and communications, and comply with legal obligations.

5. Sharing your data

We do not sell your personal information. We may share it with service providers who help us run our business, and they must keep your information confidential. We may also share it if the law requires us to do so.

6. Texts and phone calls

By providing your phone number, you agree that we may call or text you to follow up on your request. Standard message and data rates from your mobile carrier may apply. You can opt out of calls or texts at any time by telling us directly or replying STOP to any text message.

7. Your rights over your information

You can ask us to show you what information we have about you, correct details that are wrong, or delete your information altogether. You can also ask us to stop sending you messages. Residents of some states have additional rights. To make any of these requests, use our request form on the website.

8. How we protect your data

We use reasonable safeguards to keep your information secure. However, no transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Changes to this policy

We may update this privacy policy at any time. The current version is always on this page.

10. How to reach us

Savant Wealth Management, LLC, 1200 West McWilliams Avenue, Las Vegas, NV 89106, United States.

Privacy Policy · Savant Wealth Management, LLC · 1200 West McWilliams Avenue, Las Vegas, NV 89106, United States

Request a conversation