Savant Wealth Management Partners With Heritage Financial
February 27, 2026
Savant Wealth Management partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in AUM. The majority employee-owned firms’ teams joined Savant, including 15 Heritage employees who became member-owners, and the partnership closed on February 27, 2026.
- Buyers
- Savant Wealth Management
- Targets
- Heritage Financial
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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