Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Pontera has announced its partnership with Savant Wealth Management, an independent, fee-only registered investment advisor (RIA) providing services to individuals, families, and businesses across 13 states. This partnership is a milestone within Savant's five-year growth plan through investments in technology, acquisitions, and other strategic initiatives with the support of Kelso…
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