Savant Wealth Management has acquired Heritage Financial, a Massachusetts-based wealth management firm overseeing approximately $3.9 billion in assets under management with offices in Westwood, Woburn and Rockland. 

The transaction represents Savant’s largest partnership to date and expands the firm’s presence in Massachusetts, where it already operates an office in Wellesley.  

Heritage, founded in 1995 by Charles Bean III, joins Savant with 47 employees. Fifteen team members, including Bean and President and CEO Sammy Azzouz, have become Savant member-owners, while the remainder joined as employees. 

“Through our collaborations, we determined that partnering with Savant would enable us to expand the services we can offer clients, such as tax and estate planning, and family office services,” Bean said. 

“I’m thrilled to welcome such a talented team to Savant,” added Brent Brodeski, founder and CEO of Savant Wealth Management. “As we celebrate 40 years in business, it’s especially meaningful to mark this milestone with our largest partnership to date.” 

Financial terms were not disclosed. Turkey Hill Management advised Heritage on the deal, which closed February 27, 2026. 

The acquisition continues Savant’s active M&A strategy. In January, the Rockford, Illinois-based firm acquired APC Financial Planning, a Tennessee advisory firm managing roughly $497.8 million in assets. 

Savant currently manages approximately $42.3 billion in assets and $1.7 billion in assets under advisement as of February 28, 2026.