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About Us

History

Wealth Management Group, LLC is based in Dover, Delaware and manages over $205 million in client assets (as of June 2015). Our investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) and BAM Advisor Services’ proprietary fixed income portfolio design and execution capabilities.

Wealth Management Group was founded in 2001 by the partners of Raymond F. Book & Associates, P.A. CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the clients interests be first and foremost in any decision thus WMG chose to deliver advisory services for individuals, businesses, trusts, not for profits and retirement plans using a fee based model. We offer an advisor relationship built on personal trust and company-wide integrity.

When WMG was formed, we wanted to provide our clients access to the top companies and solutions in the financial services industry. We established a strategic alliance with the independent firm, BAM Advisor Services, LLC to help us bring you a powerful team approach to your investment experiences. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BAM was founded in 1997, with headquarters in St. Louis, MO. Today it serves a nationwide base of more than 130 Registered Investment Advisor firm clients like ourselves as part of the BAM Alliance, who particularly value the academically based, cost effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service.

Our Mission and Philosophy

Offering an advisor relationship built on personal trust and company-wide integrity, Wealth Management Group, LLC serves as a Registered Investment Advisor providing fee-only investment management to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits - anyone with a desire to pursue long-term financial objectives. We have created a place where the processes are understandable, where investing and wealth strategy just feel right.

 

Our Team

Scott R. Brown, CPA/PFS

sbrown@wmgadvisors.com

Scott Brown has been involved in the financial services industry for over twenty years. Scott spent many years as managing partner for R.F. Book & Associates, P.A. CPA's (our affiliated firm) before taking over as the managing member of Wealth Management Group, LLC. Scott is a Certified Public Accountant and a Personal Financial Specialist. Scott uses the powerful combination of tax knowledge and wealth management experience to help clients achieve their financial goals. Scott has earned his client's trust by consistently providing tax and accounting services with their best interest at heart. He combines our unique consultative approach with his ability to determine client's goals and values. This approach allows clients to achieve all that is important to them.

Raymond F. Book, III, MST, CPA/PFS

rbook@wmgadvisors.com

Ray has been with Wealth Management Group, LLC since its inception in 2001. He has been with Book and Associates since 1977, the year he graduated from the University of Delaware with a Bachelors degree in accounting. After fulfilling the experience requirements for his CPA certificate in 1979, he became a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of CPA’s. He continued his education while earning a Masters in Taxation degree from Widener University in 1990. To further enhance his dedication to assisting individuals achieve their financial and life goals he earned the AICPA’s designation as a Personal Financial Specialist. As a Registered Investment Advisor Representative, Ray discovers each client’s personal and financial goals and objectives. Through his many years of experience, Ray develops and coordinates various wealth strategies including investments, tax and estate planning, risk management and education planning to help clients achieve their goals. Ray is very active volunteer in Kent and Sussex Counties serving as a board member for a number of charitable and religious organizations

Joseph T. Raymond, Jr., ARA, ABA, CHBC, CAPPM

jraymond@wmgadvisors.com

Joe Raymond, Jr. has been with Wealth Management Group, LLC since its inception in 2001. He is a Director with Raymond F. Book & Associates PA, CPA’s, a native of Kent County, Delaware, where he has been a practicing accountant for more than 25 years. Joe holds a Bachelor of Science Degree with distinction in Business Administration and Accounting. Memberships include the AICPA, DE Society of CPAs, Accreditation Council for Accountancy and Taxation, Medical Group Management Association, American Academy of Medical Management, and the Institute of Certified Healthcare Business Consultants. he provides investment advisory services as a principal of Wealth Management Group, LLC. He provides extensive experience in elder care, taxation, business consulting, and embraces the modern portfolio theory for investing, which includes academic studies as a foundation for a sound long-term investment strategy, the providing of a tax-efficient focus, and a clear assessment of risk tolerance.

Ronald P. Vascik, Jr., CPA

rvascik@wmgadvisors.com

Ron Vascik has been providing financial services to business and individual clients since 1989. He is a Director with Raymond F. Book & Asssociates, P.A., CPA’s, and one of the cofounders of Wealth Management Group, LLC. He holds a Bachelor of Science degree in Accounting and Business Administration from Delaware State College, and is a member of the American Institute of Certified Public Accountants (AICPA), and the Delaware Society of Certified Public Accountants (DSCPA). Ron provides investment advisory services at Wealth Management Group, LLC. Ron is Treasurer of the Middletown Area Chamber of Commerce, and is on the Board of Directors of the Delaware Society of Certified Public Accountants. Ron works closely with clients to develop and implement financial strategies. He believes that building good relationships with clients is key to understanding their life goals. Using his extensive experience Ron is able to tailor plans specific to each unique client.

Christine Lawrence, CPA

Christine Lawrence is a partner with Raymond F. Book & Associates, CPA’s, and has been a practicing Certified Public Accountant since 1994. She holds a Bachelor of Science Degree in Accounting from Goldey Beacom College, and is a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of CPA’s. She also is an Investment Advisor Representative. Christine works with individuals and small businesses to help them meet their tax and financial goals. She believes in thoroughly understanding the aspirations of a client, so the right approach can be taken to achieve those goals. Clients trust her extensive tax and wealth management experience to assist them in developing a well rounded financial strategy.

Judi Pflaumer, MS, CPFA

jpflaumer@wmgadvisors.com

Judi develops and maintains a strong working relationship with clients by understanding that investment planning is more than just selecting investments. She creates a relationship by getting to know what is important to you and helping to create a plan that puts your focus on the things that are most vital in your life. . Judi enjoys working with businesses to create a retirement plan that supports employers in providing opportunities and education to assist employees in planning for their retirement. Judi Pflaumer has been with the firm since 2001. Along with Wealth Strategies, she also serves as Chief Compliance Officer. Judi received her Bachelor’s Degree in Organizational Management in 2012 along with her Master’s Degree in Management. In 2016 Judi completed the Certified Pension Fiduciary Advisor (CPFA) designation. She is an active volunteer in Kent County serving as a board member and volunteer for several organizations.

Petya Yordanova

pyordanova@wmgadvisors.com

Petya joined the WMG team in February 2015 as the Client Service Specialist. In January 2016, she graduated with honors Wilmington University with a Bachelor’s Degree in Finance. Petya shares our team's common passion to help clients achieve their financial goals. Petya provides critical client related support to the advisors, develops and maintains strong working relationships with clients and is often the first line of communication in client relationships.