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acquisitionAnnounced · Mar 4, 2026Wealth ManagementSource · CredibleArticle · Factual
Savant Wealth Management acquires Heritage Financial Services
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$3.9B
Target
Heritage Financial Services
Acquirer
Savant Wealth Management
Full Acquisition
Status
Completed
Savant Wealth Management agreed to acquire Heritage Financial Services. Reported deal value: $3.9B. Status: Completed. Sector: Wealth Management. Target headquarters context: Location not specified.
This page summarizes publicly available information about the transaction as of 2026-03-04. Figures and status may change as filings and press coverage update.
Print SAVANT WEALTH Management , a national wealth management firm with an office in Middletown, has partnered with Massachusetts-based Heritage Financial Services
Deal timeline
Announced
Mar 4, 2026 · pbn.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Wealth Management with a reported deal value of $3.9B. Figures and status may change as sources update.
Sources: pbn.com · Primary article · FireStrike proprietary index