Savant Acquires The Relaxing Retirement Coach


July 5, 2023

On June 28, 2023, Savant Wealth Management announced the acquisition of The Relaxing Retirement Coach.

Under the terms of the agreement, Savant Wealth Management (“Savant”) has acquired and become a member of The Relaxing Retirement Coach (“RRC”). Further terms of the transaction have not been disclosed.

Savant, headquartered in Rockford, IL is a financial advisory firm that offers investment management, financial planning, and retirement services to both institutions and individuals. Savant has approximately $20 billion in assets under management.

RRC, based in Wellesley, Massachusetts, is a registered investment advisor offering tax planning, estate planning, and trust services. RRC manages $483 million in client assets.

To read the press release: please click here.

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