Katie Calagui

Role: Savant Wealth Management
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Katie Calagui

I support firms looking to achieve their next level of growth through strategic business…

Experience

Savant Wealth Management
Present

Skills

Business Strategy
Project Management
Team Development
Leadership
Client Experience
Hiring
Performance Management
Financial Planning
Business Development
Strategic Planning
Investment Management

Contact information

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Work email
•••••@savantwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Savant Wealth Management

Financial Services · 663 employees · Founded 1986 · Rockford, Illinois, United States

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

savantwealth.com

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