Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn and Rockland, Mass. The partnership, Savant’s largest to date, brings together two majority employee-owned firms and expands Savant’s existing footprint in Massachusetts, where it already operates an office in Wellesley. Savant did not disclose the financial terms of the deal, which closed Feb. 27, 2026. Turkey Hill Management facilitated the transaction between Heritage and Savant.
Of Heritage’s 47 employees, 15 have joined Savant as member-owners, including founder and chairman Chuck Bean, president and CEO Sammy Azzouz, as well as three team members who were not previously shareholders of Heritage. The rest of the Heritage team became Savant employees at closing.
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