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Savant Wealth Management
Tel: 302-378-4644 272 Carter Drive Middletown, DE 19709
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

Christine
Christine Lawrence
CPA

Christine is a director of Savant Tax & Consulting and works in our Dover, DE and Middletown, DE offices. She has a membership interest in Savant.

Christine is a Certified Public Accountant (CPA). She works extensively with estate and trust tax, small businesses, and individuals.

Christine has been involved in the financial services industry since 1990. She was a partner with R.F. Book & Associates, P.A. CPAs, from 1995 until it joined with Savant Tax & Consulting in 2023.

Christine is a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of Certified Public Accountants (DSCPA).

Christine earned a bachelor of science degree in accounting from Goldey-Beacom College in Wilmington, DE. She was raised in Delaware and has spent most of her life there. She currently resides in Middletown.

Ronald
Ronald Vascik, Jr.
CPA

Ron is a regional director of Savant Tax & Consulting in our Dover, DE and Middletown, DE offices. He has a membership interest in Savant.

Ron is a Certified Public Accountant (CPA). He has been involved in the financial services industry since 1989. He was the managing partner of Raymond F. Book & Associates, P.A. CPAs, from 2017 until it joined with Savant Tax & Consulting in 2023, and a co-founder of Wealth Management Group, LLC, which joined with Savant Wealth Management, also in 2023.

Ron is a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of Certified Public Accountants (DSCPA). He serves as treasurer of the First State Military Academy and is past chair of the DSCPA.

Ron earned a bachelor of science degree in accounting and business administration from Delaware State College.

Ron and his wife have three adult children, Paige in Orlando, FL; Tanner in Boston, MA; and Conner in Wilmington, DE. Ron enjoys spending time with family and friends, golf, tennis, and traveling. He has a passion for aviation and holds a license as a private pilot.

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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