Jake Loescher
Owner, Team Lead, Wealth Advisor @Savant Wealth Management
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WORK HISTORY
Owner, Team Lead, Wealth Advisor @Savant Wealth Management
I am a Team Leader of a group of financial advisors that is responsible for managing approximately $1.5 billion in assets. I have a particular interest in aligning an individual’s values system with their financial goals and I strive to empower clients with an understanding of finance that meets their desire and appetite for information. More specifically, I help my clients pursue peace of mind by taking an inventory of their wealth, documenting goals and needs, and determining the most tax-efficient sources of retirement income for their financial planning situation. Beyond managing investments, as a financial planner and financial advisor, I share knowledge of simple and complex financial planning strategies, for example; Roth conversions, deferred compensation planning, estate planning techniques, charitable giving vehicles, college savings planning, 401(k) recommendations, retirement income planning, and analysis of insurance needs. I am frequently interviewed by local TV stations and I have been quoted by both local and national publications, including The Wall Street Journal, US News and World Report, Forbes, and the Rockford Register Star. Savant Wealth Management (\"Savant\") is an SEC registered investment adviser. Please visit for more information. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
EDUCATION
Northern Illinois University
Bachelors, Finance
SKILLS
ABOUT JAKE LOESCHER
Through tremendously difficult life experiences, I have come to understand that the only…
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