We Run on Honesty and Integrity (And Lots of Coffee)
At Drucker Wealth, we approach financial planning with a unique perspective. We are a third-generation financial firm that values brutal honesty, radical transparency, and a commitment to delivering personalized hand-holding services to our clients. If you're looking for a sales pitch, we're not the right team for you. Instead, we offer comprehensive, holistic financial planning and investment management services to help you build, protect, and preserve your wealth. Our team is made up of experienced professionals with great attitudes who are dedicated to connecting the dots in your financial world.
Our firm was founded in 1959 by Bernie Drucker and has since grown into a trusted financial partner for individuals, families, and businesses. Today, we are proud to carry on Bernie's legacy of comprehensive planning, helping our clients find financial independence and confidence. We specialize in working with motivated and successful high-earning professionals who are looking to take control of their financial future. Our goal is to help you design your interactive and ever-evolving Financial Life Plan, so you can achieve financial freedom and peace of mind.
Our Team: Virtual Planning and Upcoming Events
Although the majority of our team is based in NYC, we run a Virtual Planning practice that allows us to work with clients from all over the country. We understand that life can get busy, which is why we offer flexible scheduling options to accommodate your needs. Whether you're a young professional just starting out or planning to retire in the next few years, we have a team of experienced professionals who are eager to help you plan for the future.
At Drucker Wealth, we pride ourselves on staying up-to-date with the latest financial planning strategies and industry trends. We regularly host webinars and events to educate our clients and connect them with other like-minded individuals. If you're interested in attending one of our upcoming events, be sure to check our website for registration information.
Who We Serve: Mid-Career Professionals, Small Business Owners, and Employees of Leading Tech Companies
We work with a diverse range of clients, including mid-career professionals, small business owners, and employees of leading tech companies like Google, Amazon, and Meta. We understand the unique financial challenges and opportunities that come with these careers and have tailored our services to meet the specific needs of these groups. Whether you're looking for tax planning advice, equity compensation planning, or investment management services, we have the expertise and experience to help you achieve your financial goals.
What We Do: Financial Planning and Investment Management Services
At Drucker Wealth, we offer a range of financial planning and investment management services, including:
- Financial Planning: Our financial planning services include retirement planning, tax planning, cash flow management, estate planning, and insurance planning. We work with you to develop a customized financial plan that takes into account your unique goals, risk tolerance, and financial situation.
- Investment Management: Our investment management services are designed to help you grow and preserve your wealth. We use a disciplined investment approach that is tailored to your financial goals, risk tolerance, and time horizon. Our team carefully selects investments that align with your financial plan, regularly monitors your portfolio, and makes adjustments as needed.
- Tax Planning: Tax planning is an essential part of any comprehensive financial plan. We work with you to develop a tax-efficient strategy that minimizes your tax burden and maximizes your after-tax returns.
- Equity Compensation Planning: If you're an employee of a tech company, you may have access to equity compensation, such as stock options or restricted stock units (RSUs). Our team has the expertise and experience to help you make the most of these opportunities, so you can achieve your financial goals.
At Drucker Wealth, we believe that building a strong financial future takes a partnership between you and your financial advisor. We are committed to delivering personalized, objective, and transparent financial advice that helps you make informed decisions about your financial future. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Exceptional Client Experience
The reviews for Drucker Wealth are overwhelmingly positive, with all authors awarding 5-star ratings. The testimonies highlight the expertise, professionalism, and exceptional client service provided by Gideon and his team. Clients have praised the advisors for their knowledge, responsiveness, and dedication to helping them achieve their financial goals.
Comprehensive Financial Planning
Many clients have emphasized the comprehensive nature of the financial planning services offered by Drucker Wealth. The advisors take a holistic approach, analyzing clients' entire financial picture and providing tailored advice and guidance. This thorough approach has helped clients feel more secure and educated about their finances, enabling them to make informed decisions about their financial futures.
Personalized Service
Several clients have expressed their appreciation for the personal attention and care provided by the Drucker Wealth team. Advisors have been praised for their patience, responsiveness, and ability to explain complex financial concepts in a clear and concise manner. This personalized service has helped clients feel confident in their ability to achieve their financial goals.
Trust and Reliability
Some clients have highlighted the trust and reliability they have come to expect from Drucker Wealth. The advisors have been praised for their integrity, honesty, and commitment to customer service. This trust has allowed clients to feel more comfortable and secure in their financial decisions.
Seamless Processes
Clients have also praised the efficiency and smoothness of the financial planning process. From setting up new accounts to executing investment strategies, the advisors have made the process seamless and stress-free. This has allowed clients to focus on their goals and priorities, rather than getting bogged down in financial complexities.
Satisfaction and Recommendations
It is clear that the clients of Drucker Wealth are extremely satisfied with the services they have received. Many have expressed their gratitude and have recommended the advisors to others. This level of satisfaction is a testament to the expertise, professionalism, and exceptional client service provided by Gideon and his team.
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