Joel Cundick
I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.
Savant Wealth Management · Phoenix, Arizona
Is this you, Joel?
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About
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps you pursue your ideal future with purpose and discipline.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
Services
- Wealth Management
- Financial Planning
- Cash Flow Planning
- Asset Allocation
- College/Education Planning
- Estate Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Charitable Giving
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Executive Compensation
- Financial Advice & Coaching
- Individual Tax Services
- Pension Planning
- Portfolio Management
- Risk Management
- Stock Option Planning
- Trust Services
Structured record
| Name | Joel Cundick |
|---|---|
| Firm | Savant Wealth Management |
| Location | Phoenix, Arizona |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Over $5B |
| Founded | 1986 |
| Firm size | 50+ employees |
| Affiliation | Independent RIA |
| Credentials | AIF · CFP · CPA/PFS · CFA · MBA · CIMA · CRPS · BBA · ChFC · CLU |
| Investment approach | Passive management |
| Website | http://savantwealth.com |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Real estate investors
- Pension planning