CNN Underscored Names Savant Wealth Management a Top 10 Financial Advisor Firm

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA) located in Madison, is pleased to announce it was named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024.

To determine the top financial advisors, CNN Underscored’s editors screened over 700 RIA firms headquartered in the U.S. with more than $1 billion total assets under management (AUM) and who had filed the latest Form ADV on or after March 31, 2023. To be considered, the firms must provide financial services, not receive commissions, and not employ registered broker-dealer representatives, insurance companies or agencies, among others. Additionally, the AUM had to meet specific criteria, and the firm had to have no disclosures against it that would preclude its inclusion on the list. Savant did not pay a fee to be included on this list, which was announced Jan. 30.

“It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country,” said Brent Brodeski, CEO of Savant. “Although the list contained several very large RIAs, it was nice to see an employee-owned firm like ours recognized for the comprehensive work we do for clients, including tax and estate planning, as well as financial planning, retirement planning, and investment management.”

In 2023, Savant completed 11 acquisitions – a historic number of deals for the firm. However, we believe Savant’s approach to growth differs from typical aggregators or financial buyers, in that it seeks partners who can help provide a better client experience, a deep bench of specialists, and a wide variety of services. Savant’s investors bring “patient” capital, seeking solid, long-term growth instead of a quick return on their investment.

2024 CNN Underscored 10 Best Financial Advisors of March 2024: This rating published in March 2024 by CNN Underscored is based on assets under management of at least $1 billion and latest ADV filing date of 3/31/23 or later. Savant did not pay a fee to be included in this rating.

For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $25.5 billion in assets under management and assets under advisement (as of 12/31/2023). As a trusted advisor, 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. 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 is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.

WPS Awarded Platinum Bell Seal for Workplace Mental Health

FOR IMMEDIATE RELEASE

Contact:
DeAnne Boegli
Corporate Communications
608-977-7343
deanne.boegli@wpsic.com

WPS Awarded Platinum Bell Seal for Workplace Mental Health
Mental Health America certification recognizes mental health work

MADISON, Wis.—March 19, 2024—WPS Health Solutions received the highest Bell Seal for Workplace Mental Health award possible from Mental Health America. The Bell Seal award certification recognizes employers committed to creating mentally healthy workplaces.

“We are grateful to be recognized for the efforts our company is making for our employees,” Chief People Officer Moira Klos said. “Among the most important work is alleviating the stigma around asking for help and providing the resources to get that help for our employees and our customers.”

Led by Mental Health America’s rich history in research and advocacy, the Bell Seal’s holistic evaluation of employer practices considers the entire employee experience. The Mental Health America award recognizes organizations at four levels: Bronze, Silver, Gold, and Platinum. WPS earned a Platinum-level award.

“Your organization is certified as a 2024 Bell Seal for Workplace Mental Health recipient by Mental Health America,” read a note sent by Schroeder Stribling, President and CEO of Mental Health America. “Only 1 in 4 employers meet the Bell Seal certification standards.”

Mental Health America is the nation’s leading nonprofit dedicated to promoting mental health, well-being, and illness prevention. Their work is informed, designed, and led by the lived experience of those most affected. Find out more at mhanational.org.

About WPS Health Solutions^®

Wisconsin Physicians Service Insurance Corporation (WPS Health Solutions), founded in 1946, is a nationally regarded benefits administrator for a variety of U.S. government programs and a leading not-for-profit health insurer in Wisconsin. WPS Health Solutions serves active-duty and retired military personnel, seniors, individuals, and families in Wisconsin, across the U.S., and around the world. WPS Health Solutions, headquartered in Madison, Wisconsin, has more than 2,600 employees. For more information, please visit wpshealthsolutions.com.

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DeWitt Relocates to New Office in Madison

MADISON, Wis. (March 18, 2024) – DeWitt LLP today announced it has relocated to a new office in Madison located at 25 W. Main Street, Suite 800.

The new office is conveniently located across the street from the Wisconsin State Capitol and is minutes away from the Supreme Court, the Dane County Circuit Court, the Court of Appeals, and the Federal Courthouse.

“We are thrilled to have our new office right in the heart of Madison, not too far from our previous one downtown where we have proudly served clients for decades. Our team will have a more contemporary space and the location provides convenient access for our clients,” said Michele Perreault, DeWitt’s Madison Office Managing Partner. The new office provides additional functional space to DeWitt’s team in Madison, which is home to more than 100 attorneys and staff.

DeWitt, recently honored as a Top Workplace award winner in Madison from 2022 through 2024, is Madison’s largest law firm, with attorneys who provide services for individuals and businesses on a local, statewide, and national basis.

About DeWitt

DeWitt LLP was founded in 1903 and is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has more than 130 attorneys practicing in Madison, Green Bay, and Greater Milwaukee, Wisconsin, and Minneapolis, Minnesota.  Its attorneys have the experience to service clients of all scopes and sizes. DeWitt is known for its work in a variety of legal areas.

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Midwest Mujeres Announces Two Upcoming Events

Join us for an empowering event presented by Midwest Mujeres and Summit Credit Union. It will take place on Saturday, May 18th, at StartingBlock from 11 AM to 3 PM.

I want Money! Dress, Feel, and Empower Yourself for More Money in Your Life is designed to inspire and equip individuals with valuable insights and strategies for financial success, professional growth, and navigating challenges unique to people of color.

Learn more and register here.

You are also invited to witness local women of color on a journey to be public speakers and storytellers. This storytelling forum will be open to the public.

We are excited to announce our annual event, iYo Quiero Dinero! June 15th, 2024, at the MyArts building (1055 E. Mifflin St.) at 1 PM. Networking for the show starts at 2 PM.

June 15th, 2024, at the MyArts building (1055 E. Mifflin St.). Networking will start at 1 PM, and the show will start at 2 PM.

***TICKETS SALES WILL END ON Wednesday, JUNE 12th at 11:30 PM**

Learn more and register here.

Jonathan Schalow Joins One Community Bank Senior Leadership Team

March 18, 2024
FOR IMMEDIATE RELEASE

Contact:
Ameilia Abraham
One Community Bank
608-838-3141
aabraham@onecommunity.bank

Jonathan Schalow Joins One Community Bank Senior Leadership Team

(March 2024) – One Community Bank is delighted to announce that Jonathan Schalow, Senior Vice President and Director of Client Experience, has been named its newest member of the Senior Leadership team. Jonathan earned his Master of Business Administration in Finance and Financial Management Services from the University of Wisconsin-Whitewater.

“Jonathan has been in the banking industry for 15 years. His passion for supporting colleagues and serving clients is demonstrated through the meaningful growth of the Client Contact Center. He has a wealth of client experience and knowledge and is a huge asset at One Community Bank. Jonathan currently oversees the leadership of the Client Contact Center,” said Steve Peotter, President and CEO.

“I am thrilled for this next chapter of my career at One Community Bank. I look forward to continuing to serve clients as expectations evolve in the digital age. I am enthusiastic about surpassing these evolving standards while maintaining the unique essence of One Community Bank’s community banking experience,” said Jonathan.

He is dedicated to supporting colleagues and serving clients. He also enjoys being involved in his community and supporting Big Brothers and Big Sisters of Dane County, through serving on the
Bowl for Kid’s Sake committee.

Jonathan currently resides in Evansville, and outside of work he enjoys spending time with his family, competitive bowling, and boating.

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One Community Bank is one of the largest community banks in south central Wisconsin. The locally owned bank has 15 bank locations and $2.1 billion in assets. It provides both personal and business banking solutions, with an intense focus on serving clients, supporting colleagues, and investing in its communities. Five years in a row named one of Madison’s best places to work, One Community Bank serves the communities of Oregon, McFarland, Waunakee, Stoughton, Sun Prairie, Middleton, Adams, Oxford, Grand Marsh, Hillsboro, La Farge, Readstown, Wonewoc, and Union Center. Member FDIC.