Patti B. Black

Meet Patti.

Patti B. Black helps families make financial decisions that reflect their values and responsibilities. Her experience includes the needs of people supporting both children and aging parents. She brings more than three decades in financial services to planning that addresses retirement, taxes, education, estate concerns, and wealth transfer.

Before your first conversation.

Areas of focus

Comprehensive financial planning · Retirement planning · Estate planning · Education planning

Credentials recorded in sources

CFP, CSA

Investment minimum

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Fees & compensation

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Make the first conversation count.

Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.

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