Business Hours
M-F 8am-5pm, Sa-Su Closed
Listed In: Investment Services Firms, Financial Planning Consultants
Sarah McGinniss is a lead advisor and financial advisor in Savant's Middleton, WI, office. Involved in the financial services industry since 2015, she works with clients to develop personalized financial strategies, with a focus on wealth transfer, tax planning, retirement income planning, and… Sarah McGinniss is a lead advisor and financial advisor in Savant's Middleton, WI, office. Involved in the financial services industry since 2015, she works with clients to develop personalized financial strategies, with a focus on wealth transfer, tax planning, retirement income planning, and education funding. Prior to joining Savant, Sarah honed her analytical background and worked in forensic and litigation consulting, specializing in data analytics for fraud investigations and mortgage-backed securities cases. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, IL. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk. Read more