To simplify your financial life through a combination of technology & personal hand holding, so that you can enjoy more and worry less. At Drucker Wealth we approach things a little differently. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not.)
Whether you're a young professional just getting started, planning to retire in the next few years or somewhere in between, we've got a squad of experienced professionals with great attitudes who are excited to connect the dots in your financial world. Though the majority of our team is based out of NYC we run a Virtual Planning practice.
Whether you're a young professional just getting started, planning to retire in the next few years or somewhere in between, we've got a squad of experienced professionals with great attitudes who are excited to connect the dots in your financial world. Though the majority of our team is based out of NYC we run a Virtual Planning practice.
Services
About Us
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To explain who we are, we'll start with where we came from. Our third-generation financial planning firm was founded in 1959 by Bernie Drucker. Today, Bernie's legacy of using comprehensive planning to help families find financial independence is carried on by his son Lance and grandson, Gideon.
Over the past 3 generations and 60 years, we have provided objective financial advice to individuals and families looking to reach their financial potential.As fiduciaries we specialize in working with motivated & successful young professionals looking to take control of their financial future.
Over the past 3 generations and 60 years, we have provided objective financial advice to individuals and families looking to reach their financial potential.As fiduciaries we specialize in working with motivated & successful young professionals looking to take control of their financial future.
What We Do
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We know that as a high earning young professional with a lot going on financial planning can feel overwhelming, taxing and downright difficult to think about! To operate at a true-fiduciary level, we designed a process that is 100% free from the conflicts of interest you might experience with other advisors who are only interested in managing your money (and as soon as possible!).
Our Team
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You need the total package when it comes to entrusting a financial planning professional - education, experience, trustworthiness, honesty and the list goes on and on. Together, our team at Drucker Wealth Management offers over 100 years of wealth management and fiduciary experience, and plenty of wisdom to pass around.
Who We Serve
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A HENRY is a high earner that is motivated to build out their personal financial roadmap in a way that helps them achieve their long term financial goals most efficiently.
As a HENRY, your Financial Life Plan does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
As a HENRY, your Financial Life Plan does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
Virtual Planning
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Connect with our team of advisors and fiduciaries from anywhere! Whether you're a west coast native or taking an extended hiatus from the NYC area we will continue planning for your future. With Virtual Planning we offer greater flexibility for meeting times, even early mornings and late evenings. We've listened carefully to the needs of our clients.
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