Jeremy S. Joseph, CFP®, ChSNC®

Savant Wealth Management

Jeremy S. Joseph, CFP®, ChSNC®

Savant Wealth Management

Jeremy S. Joseph, CFP®, ChSNC®

Savant Wealth Management


I've been involved in the financial services industry since 2006 after graduating from the University of Kansas. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Special Needs Consultant® (ChSNC®).

My son has special needs, which has led to a passion for assisting other families who are experiencing similar challenges. I want to help others navigate the vast complexities involved with raising a family member with special needs, just as I have and will with my own family.

I also serve on the board for C.I.T.Y. of Support (Children In Therapy and You), a nonprofit organization that provides resources to families navigating the needs of their children in therapy. 

Firm Description

sa-vant (sa-vänt’) – n. a learned scholar: a wise person.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting through our affiliate, Savant Tax & Consulting.


Day From To
Monday 8:00 AM 5:00 PM
Tuesday 8:00 AM 5:00 PM
Wednesday 8:00 AM 5:00 PM
Thursday 8:00 AM 5:00 PM
Friday 8:00 AM 5:00 PM


Dependent upon each individual situation.

What Is a Special Needs Planner?

Main Office

1730 Park Street
Suite 100
Naperville, IL 60563

475 Half Day Road
Suite 210
Lincolnshire, IL 60069

200 W. Madison Street
Suite 2601
Chicago, IL 60606

On the web

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