Savannah Wealth Group

Savannah Wealth Group is a wealth management firm in Pooler, GA. The firm provides financial planning and wealth management services, including retirement planning, legacy and estate planning, tax strategy, and business planning. Its advisors work with clients who own businesses, are nearing retirement, hold a pension, IRA, or trust, or have children in college. The firm holds a rating of 4.90 based on 7,393 reviews.

Savannah Wealth Group operates as a fiduciary, a commitment its advisors describe as an ethical and legal responsibility to put clients' interests first. Its team brings together 260 years of combined experience. The firm's stated role is to support people with complex financial situations, those who are inexperienced, couples who see things differently, and clients who want backup in emotionally charged decisions. Its services extend beyond portfolio management to coordinating multiple aspects of a client's financial life. The firm's advisors include Robert M. Campbell, a CERTIFIED FINANCIAL PLANNER and CERTIFIED FINANCIAL FIDUCIARY who serves as Wealth Management Advisor and Director of Financial Planning; Robert S. McWilliams, Jr., Chief Operating and Investment Officer; J. Mason Heidt III, a CERTIFIED FINANCIAL FIDUCIARY and Wealth Management Advisor; Jim Winskie, Wealth Management Advisor and Director of Business and Estate Planning; and Wealth Management Advisors Morrell McCaskill and Bryan Smith. The firm has built redundancy into its staff structure to maintain continuity of support for clients.

Savannah Wealth Group is located on Hodgson Memorial Dr in Pooler, Georgia.

The firm has earned a strong local reputation, reflected in consistently high customer ratings, and an established track record built on a large base of customer reviews. For clients in Pooler and the surrounding area weighing retirement, estate, tax, and business decisions, Savannah Wealth Group pairs a fiduciary standard with decades of collective advisory experience.