Savant Named a Top 15 Firm in the Nation

Savant Wealth Management among top U.S. firms by number of advisors

Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning. Savant has locations in Madison and Park Falls.

A nationally recognized, fee-only wealth management firm headquartered in Rockford, IL, Savant Wealth Management (formerly Savant Capital Management) was ranked No. 4 by number of advisors. At the time of the ranking, the firm had 79 advisors and managed $6.69 billion in assets.

Financial Planning named Savant to its top 15 list, which only included firms that specifically provide financial planning services to retail clients on a fee-only basis. Firms were required to serve at least 50 percent individual or high-net-worth clients, and could not take commissions or retain broker-dealer affiliations. Rankings also were based on the number of investment advisor representatives listed on SEC Form ADV as of May 1, 2020.

Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. Click here to view the complete top 15 list.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Savant Ranked as One of America’s Best Wealth Management Firms

Firm recognized by Barron’s and RIA Channel

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, Illinois, with locations also in Madison and Park Falls, has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Throughout the years, Savant has been consistently recognized by the publication, most recently earning the No. 29 spot on its 2020 list of Top 100 RIA Firms in the nation. To view the complete list, click here.

RIA Channel, which provides educational investment content and events for the largest financial advisor community in the industry, ranked Savant #16 in its list of Top 100 Wealth Managers for 2020. The ranking includes wealth management firms based on size and growth in assets as of June 30, 2020, as reported to the SEC, regulatory data, organic research, and advisor surveys. Click here to view the complete list of Top 100 Wealth Managers.

Savant manages more than $8.3 billion in assets for its more than 6,300 clients worldwide. The firm has 18 offices located in Arizona, Illinois, New Mexico, Virginia, and Wisconsin. For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Four Recipients Win The Alliance 2020 Health Transformation Awards

FOR IMMEDIATE RELEASE

Contact:
Leanne Ketterhagen, Senior Marketing & Public Relations Specialist
Phone: 608.210.6638
E-mail: lketterhagen@the-alliance.org
www.the-alliance.org/press

FOUR RECIPIENTS WIN THE ALLIANCE 2020 HEALTH TRANSFORMATION AWARDS

MADISON, WI (October 1, 2020) – Today, at The Alliance Fall Symposium & Annual Meeting, four awards were handed out to individuals and organizations that have made significant contributions to transforming health care in their community.

This year’s award recipients are:

– Matt Ohrt, VP of HR and Medical Services at Merrill Steel, Schofield, WI, has greatly improved high-value health care accessibility and delivery at Merrill Steel through implementing an on-site clinic, a company-sponsored mobile clinic, and encouraging and supporting his workforce to engage in their health benefits programs – all while saving his organization $4 million in health care costs over four years. In addition to no-cost prescription fulfillment and physical therapy, the clinic offers MRI’s for just $100. Ohrt also started a Local Best Practices group to help bring employers together and learn from one another.

– Tena Hoag, CFO at Advanced Laser, Chippewa Falls, WI, has greatly expanded her 160 employees’ access to high-value health care through no and low-cost solutions – including physical therapy, behavioral health, and primary care – using a shared near-site clinic that she championed. Additionally, Hoag has continually supported and educated other employers and local government entities through speaking engagements, radio segments, and other hosted events. In January, she spoke to Governor Evers’ Task Force on Reducing Prescription Drugs to influence change on issues that negatively affect employee health and prescription spend.

– Wisconsin Health Information Organization (WHIO), in Fitchburg, WI., was recognized for providing transparency in health care by sharing important data and informational insights used to standardize industry measurements and improve the value of care. The WHIO information system obtains claims data from commercial health plans, self-funded employers, Medicare and Medicaid, cleans and integrates the data, and then organizes it into high-quality, accessible, and user-friendly products. The WHIO data and information is used by health systems to benchmark and improve the care they deliver. It also helps health plans and employers identify high-value providers to include in networks and feature in benefit plans.

– Traci Rothenburger, Clinic Manager at Nordic PrivateCare, Baraboo, WI, has been pioneering health care transformation for three decades by creating high-value health care programs and clinics throughout her career. At Nordic PrivateCare, she’s made health care more affordable and accessible by offering medical, prescription, chiropractic, massage therapy, physical therapy, and mental health services in an on-site clinic setting. Additionally, the success of her clinic has significantly reduced health care spending through an overall reduction in emergency and specialty care.

The Alliance presented the Health Transformation Awards during its 30^th anniversary celebration of their Fall Symposium & Annual Meeting, where innovative health care leaders shared their expertise on health care topics, including payment reform, transparency, and benefit plan design. The event annually attracts an audience of employers and health care providers as well as brokers, agents, and other professionals who support employers that self-fund their health benefits.

Health Transformation Award recipients must demonstrate their commitment to promoting change in the health care marketplace based on one or more of the following criteria:

High-Value Health Care

Is taking action to significantly improve the quality and/or affordability of health care

Transparency

Is achieving significant gains in the availability and/or use of meaningful information to compare price and quality

Payment Reform

Is developing, testing or implementing value-based payment approaches to encourage high-quality, affordable care

Provider Network Design

Is developing, testing or implementing approaches to make high-value health care providers easily accessible to employees

Benefit Plan Design

Is developing, testing or implementing approaches to support the appropriate use of high-value providers and treatments by consumers

The Alliance serves as the voice for self-funded employers who want more control over their costs by providing transparent, creative approaches to network and benefit plan design to unlock savings where others can’t – or won’t – using Smarter Networks^SM and sophisticated data mining and analysis.

Celebrating 30 years as a mission-driven, not-for-profit cooperative, The Alliance is employer-owned and remains a trusted, objective partner for employers and their brokers who seek improved access to high-quality healthcare, working with more than 275 employers across the Midwest, and contracting with over 34,000 health care providers and specialists in the region.

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We can connect journalists with award winners, CEO/President, and The Alliance Board of Directors upon request.

WPS Health Solutions earns Energy Star® award for Nordby Building

FOR IMMEDIATE RELEASE

Contact:
DeAnne Boegli
Vice President of Communications
608-977-7343
deanne.boegli@wpsic.com

WPS Health Solutions earns Energy Star^® award for Nordby Building

MADISON, Wis.—Sept. 15, 2020—The Nordby Building on WPS Health Solutions’ Madison campus has earned the U.S. Environmental Protection Agency’s Energy Star^® certification for 2020.

“We’re honored to earn the Energy Star for superior energy performance for the second time in two years—for the Corporate Center in 2019 and now for the Nordby Building,” said Ken Roseth, Vice President of Facility Operations. “Saving energy is just one of the ways we show our community we care, and that we’re committed to doing our part to protect the environment and public health, both today and for future generations.”

Energy Star certified buildings and plants are verified to perform in the top 25% of buildings nationwide, based on weather-normalized source energy use that factors in occupancy, hours of operation, and other key metrics, according to the EPA.

On average, Energy Star certified buildings and plants use 35% less energy, generate 35% fewer greenhouse gas emissions, and are less expensive to operate than similar buildings across the nation.

Recent energy-saving improvements in the Nordby Building include LED lighting retrofits, and scheduling and optimization of air handlers and associated support equipment.

About WPS Health Solutions

WPS Health Solutions is a nationally regarded government contractor and a leading Wisconsin not-for-profit health insurer. The WPS Health Insurance division offers affordable health plans and benefits administration. The WPS Government Health Administrators division administers Part A and B Medicare benefits for millions of seniors in multiple states, and the WPS Military and Veterans Health division serves millions more members who are active in the U.S. military, veterans, and their families. Wisconsin Physicians Service Insurance Corporation (WPS Health Solutions) has been based in Madison, Wis., for more than 70 years. For more information, please visit wpshealthsolutions.com.

(Exterior photo of the Nordby Building and Energy Star logo are attached.)

M3 Named IIABA Best Practices Agency for 22nd Year

M3 Insurance has been named a Best Practices Agency by Independent Insurance Agents & Brokers of America (IIABA) for 2020.

This marks the 22^nd consecutive year that M3 has been selected as a Best Practices agency, ranking among the top performers in the annual Best Practices Study conducted by the IIABA in partnership with Reagan Consulting.

To be named a Best Practices Agency, an organization must be nominated either by an IIABA affiliated state association or an insurance company. Nominated agencies must then submit detailed financial and operational information which is analyzed, scored, and ranked objectively based on operational excellence, including growth, profitability, productivity and financial stability.

To retain the Best Practices agency status, agencies must submit year-end results for review each year. Every third year, new agency nominations are accepted and we must re-qualify as one of the top performers in our revenue category against new agency participants.

M3 is proud to have retained this title for over two decades. We strive to lead the way in the insurance industry with innovative strategies and solutions. This designation validates that aim and motivates us to continue to provide world class resources and individual attention to our clients.

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About IIABA

Founded in 1896, the Independent Insurance Agents & Brokers of America (the Big “I”) is the nation’s oldest and largest national association of independent insurance agents and brokers, representing more than 25,000 agency locations united under the Trusted Choice brand. Trusted Choice independent agents offer consumers all types of insurance—property, casualty, life, health, employee benefit plans and retirement products—from a variety of insurance companies.

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About Reagan Consulting

Reagan Consulting is a financial and management consulting firm specializing in services to the insurance distribution system. Clients include the leading brokers, agents and bank-insurance programs in the United States. They provide thought leadership to the banking and insurance industries through perennial research, seminars and other industry forums.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.