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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Haygood is a financial advisor with Savant Wealth Management. James has been in the financial services industry since August 2010. James is registered with the state of Wisconsin as an Investment Advisor Representative. James has earned the Certified Financial Planner designation. James specializes in providing financial planning, portfolio management and educational seminars for individuals, families and businesses. James has experience working with high-net-worth individuals and families, charitable organizations, pension and profit-sharing plans and corporations. Savant Wealth Management offers a wide range of financial services including investment management, financial planning, retirement planning, college savings planning, and estate planning. They have a strong commitment to providing personalized financial advice and helping their clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
12/03/2021 - Present
Savant Wealth Management (MIDDLETON WI)
IA
Issued 07/16/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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