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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Services | Westwood | MA | 12/2016 | 02/2026 |
| Brown Brothers Harriman | Boston | MA | 12/2015 | 12/2016 |
| Savant Wealth Management | Rockford | IL | 02/2026 | Present |
Savant Wealth Management acquired the assets of Heritage Financial Services, an SEC registered investment adviser, effective 02/27/2026. Heritage Financial Services will continue to operate during a transition period, during which Ms. Gomez will serve as a Senior Advisor. Following the transition, the investment adviser registration of Heritage Financial Services will be withdrawn.
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