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Sammy Azzouz is a managing partner and financial advisor with Savant, based in the Westwood, MA, office. He focuses on guiding clients toward their retirement goals and advising business owners on tax-efficient strategies to help extract capital and exit their companies on their own terms. In the… Sammy Azzouz is a managing partner and financial advisor with Savant, based in the Westwood, MA, office. He focuses on guiding clients toward their retirement goals and advising business owners on tax-efficient strategies to help extract capital and exit their companies on their own terms. In the industry since 2003, Sammy was a wealth advisor and CEO at Heritage Financial until it joined Savant in 2026. Since 2019, he has shared his views on financial planning and investing in his blog, The Boston Advisor. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk. Read more