34382 Carpenters Way, Suite 5
Lewes, DE 19958
t: 302.644.6850
At Savant Wealth Management, our financial advisors in Lewes, DE, offer personalized, fiduciary guidance designed to help you gain greater financial clarity. Whether you’re building wealth, planning for retirement, or navigating complex financial decisions, our team is here to help support you with experience and objectivity.
We typically work with clients who have $750,000 or more in investable assets. However, we also collaborate with those preparing for future financial milestones, including inheritance, career growth, or business transitions. If you see financial growth on the horizon, we’re ready to help you build a plan that reflects your goals.
Get in touch with our Lewes office, located at 34382 Carpenters Way, to schedule your initial consultation and take the first step toward a more confident financial future.
Choosing Savant means partnering with a team that brings a national footprint and local commitment together. Our Lewes-based advisors offer the tools, insight, and personalized attention needed to navigate today’s financial landscape with confidence. As fiduciaries, we must put your best interests first.
We work with clients who are building long-term plans for retirement, wealth transfer, tax strategy, and more. Whether your needs are straightforward or complex, our advisors are here to offer thoughtful solutions that grow with you over time.
Our Lewes office provides access to a broad range of financial services that we can tailor to your individual needs. From investment management and tax planning to estate strategies and business advisory services, we seek to help you design a financial plan that fits your lifestyle. Use the service links below to explore how we can help you make the most of your resources.
Our financial advisors in Lewes combine professional credentials with a genuine passion for helping people make sound financial decisions. With a commitment to transparency and client-first service, we collaborate across specialties to provide strategies that align with your goals. Whether you’re just starting out or refining an established plan, our team is here to support your financial journey.
Director of Tax & Consulting
Financial Advisor
Managing Partner / Financial Advisor
Manager of Tax & Consulting
Manager of Tax & Consulting
Manager of Tax & Consulting
Savant provides a library of tools, checklists, and assessments to support your financial decision-making process. Whether you’re evaluating your investment strategy or preparing for retirement, our resources can help you move forward with clarity.
If you’re ready to take control of your financial future, our local team is here to help. Call the Lewes office at 302.644.6850 or schedule a consultation. Let us help you develop a personalized financial plan that supports your goals today and in the years ahead.
It’s helpful to bring recent financial statements, tax documents, and a list of your short-and long-term goals. These materials provide a starting point for a personalized plan.
You’ll find our office at 34382 Carpenters Way, Suite 5, in Lewes. We’re near Routes 9 and 1 (Coastal Highway). Free parking is available at the building.
We offer a wide range of services, including retirement planning, investment management, tax optimization, estate and trust strategies, and business consulting. We tailor each plan to your unique goals and circumstances.
A fiduciary advisor must legally act in your best interests. At Savant, that means providing unbiased advice and putting your financial success above all else.
Yes. We often work with professionals and families who are on a growth path, even if they haven’t yet reached traditional wealth thresholds. Our advisors can help you build a strategy that positions you for long-term success.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
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Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
