VETTED

Savant Wealth Management
Tel: 302-734-5826 220 Beiser Boulevard Dover, DE 19904
Wise Counsel
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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Our Team

Judith
Judith Pflaumer
CPFA®, MS

Judith "Judi" Pflaumer serves as a financial advisor in Savant’s Dover, Delaware, office, where she helps individuals and families navigate their financial planning needs. She has worked in the financial services industry for more than 20 years, beginning her career in 2001. She previously served as a wealth strategist for Wealth Management Group, LLC, and later became its chief compliance officer before the firm joined Savant in 2023.

Judi is a Certified Plan Fiduciary Advisor (CPFA®). She stays actively involved in her community, serving on the board of the Delaware Breast Cancer Coalition and volunteering with the CenDel Foundation, a philanthropic organization supporting Central Delaware.

She earned a bachelor's degree in organizational management and a Master of Science (MS) in management from Wilmington University in New Castle, Delaware.

Judi and her husband, Bob, have two children and four grandchildren. She enjoys camping, hiking, biking, traveling, gardening, music, reading, and spending time with family and friends.

Nataliya
Nataliya Zook
CFP®, MBA

Nataliya Zook serves as a financial advisor in our Dover, Delaware, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps individuals and families navigate various areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Nataliya began her career in financial services in 2014. Before joining Savant through its combination with Wealth Management Group, LLC in 2023, she worked as a wealth strategist at WMG and previously held roles in retail banking.

She earned both a bachelor's degree in finance and a Master of Business Administration (MBA) in finance from Wilmington University in New Castle, Delaware.

Nataliya resides in Delaware with her husband, their two young children, and their beloved dogs. Together, her family enjoys spending quality time playing board games and engaging in various outdoor activities. In addition to these shared experiences, Nataliya finds that gardening, reading, and baking are good ways to unwind.

Scott
Scott Brown
CPA/PFS

Scott Brown serves as a managing partner and financial advisor in Savant's Dover and Lewes, Delaware, offices, where he helps individuals and families build thoughtful financial plans aligned with their long-term goals.

Involved in the financial services industry for more than 20 years, Scott previously led Wealth Management Group, LLC from 2001 until it joined Savant in 2023. Earlier in his career, he spent many years as managing partner for R.F. Book & Associates, P.A. CPAs, which later joined Savant Tax & Consulting.

Scott earned a bachelor's degree in accounting from Wilmington University in Delaware. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants.

Active in his community, Scott sits on the Bayhealth corporate board of directors. He serves as chair-elect and chairs its Business and Investment Committee, where he helps guide the organization's strategic and financial direction. He also supports the Boys & Girls Clubs of Delaware and serves as a trustee for the organization.

When he isn't working with clients or serving in community roles, Scott enjoys traveling with family and friends, relaxing at the beach, and sampling Napa Valley red wines. He is an avid sports fan who stays active with golf, tennis, and cycling.

Raymond
Raymond Book
CPA/PFS, MST

Raymond "Ray" Book III serves as a financial advisor in Savant's Dover and Lewes, Delaware, offices, where he helps individuals, families, nonprofits, and business owners navigate complex financial decisions. Ray focuses on strategies for privately owned and closely held businesses, nonprofit organizations, estates, and trusts.

Ray has worked in the financial services industry for more than 35 years. He served as a wealth strategist at Wealth Management Group, LLC, from its launch in 2001 until the firm joined Savant in 2023. He also served as a director for Raymond F. Book & Associates, P.A. CPAs before it joined Savant Tax & Consulting. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).

Professionally, Ray belongs to the AICPA and the Delaware Society of Certified Public Accountants (DSCPA). Additionally, his commitment to community leadership runs deep. Ray is a former president of the Lewes Chamber of Commerce and current treasurer for the Lower Delaware Gridiron Club, the Caesar Rodney-Dover Athletic Club, and First Tee-Delaware. He also volunteers on multiple committees at his church.

Ray earned a bachelor's degree in accounting from the University of Delaware and a Master of Science (MS) in taxation from Widener University in Chester, Pennsylvania.

General Information
Firm Start Year:

1986

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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