DW
Drucker Wealth Management
Klarheit, Vertrauen und eine stabile Orientierung für dauerhafte finanzielle Sicherheit.
5(5 Bewertungen)
Buchhalter
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Klarheit, Vertrauen und eine stabile Orientierung für dauerhafte finanzielle Sicherheit.
Mit Sitz in New York unter der Adresse 2 Park Ave, 20. Etage, NY 10016, bietet Drucker Wealth Management vertrauenswürdige Vermögensverwaltung und Finanzplanung. Das Team – Lance, Kitty, Gideon und Kolleginnen und Kollegen – wird gelobt für klare, jargonfreie Beratung, durchdachte Anlagestrategien und eine ruhige Hand durch Marktzyklen. Sie analysieren Investitionen, Versicherungen, Testamente und Treuhandverträge und unterstützen bei der Übergangsplanung zum Ruhestand zur Erreichung langfristiger Ziele, damit sich die Kunden ruhiger schlafen können.
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Personalisierte Anlagestrategien und Portfoliomanagement, zugeschnitten auf Ihre langfristigen finanziellen Ziele und Ihren Lebensstil.
Umfassende Analyse und Planung für Ruhestand, Versicherung, Testamente, Treuhandverträge und wesentliche Lebensveränderungen.
Stetige, dividendenorientierte Anlageberatung zur Bewältigung von Marktschwankungen und Aufbau sicherer Einkommensströme.
Strategien zur Sicherstellung eines stabilen Ruhestandseinkommens, einschließlich Portfoliorepositionierung und Zielsetzung.
Klare Newsletter und Beratungen, die Finanzen entmystifizieren, komplexe Themen zugänglich machen und befähigen.
I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.
My wife and I have been clients with Drucker Wealth for 25 years. Lance’s steady hand has guided us through the dot com bubble, the Great Recession, Covid pandemic and more. His strategy of investing in sound, dividend producing companies, and not chasing the latest craze, has proven invaluable. Stay the course, keep investing, don’t panic. He’s the voice of reason. Our retirement income is secure. He communicates weekly through his email “rants” and newsletter, and you can always reach him. I highly recommend his firm. Thanks Lance for always looking out for us.
I discovered Gideon and Drucker Wealth online a while back and started following his newsletter, which immediately made the world of finance (something I’ve always felt clueless about) so much easier to digest. A couple of years later, I finally took the dive and met with Gideon personally and that same clarity carried through. He breaks everything down in a way that feels approachable, never overwhelming, and always thoughtful. Working with him has made the entire financial planning process feel manageable and even empowering. Highly recommend Drucker Wealth for anyone who wants guidance without the jargon or confusion.
The DWM team did a thorough analysis of our financial position (investments, insurance, wills, trusts) and guided us on a transition plan for the next phase of our life. The work paid off tremendously as we were prepared for a job loss, retirement, and move to another state. We’ve been able to reposition our investment portfolio over a two year period - thoughtfully. The best gain we realized was the full co-ownership my wife developed of our investments as well as her ability to sleep at night knowing we have a plan for the next 20 years.
Lance and his team came into my life 2 years ago and I can honestly say he has have changed my entire thought process on what wealth is. I am 43 years old and I now have game plan for how to achieve specific goals and build a financial future that reflects the life I want to live. Lance is insightful, pragmatic, and most importantly trustworthy. I would highly suggest Drucker Wealth for anyone looking to plan their future.
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