DW
Drucker Wealth Management
Claridad, confianza y una guía constante para una seguridad financiera duradera.
5(5 reseñas)
Contador
$$$
Claridad, confianza y una guía constante para una seguridad financiera duradera.
Con sede en Nueva York, en 2 Park Ave, 20.º piso, NY 10016, Drucker Wealth Management ofrece gestión de patrimonio y planificación financiera de confianza. El equipo—Lance, Kitty, Gideon y sus colegas—recibe elogios por una orientación clara y libre de jerga, estrategias de inversión bien pensadas y una mano firme a lo largo de los ciclos del mercado. Analizan inversiones, seguros, testamentos y fideicomisos, y ayudan con la planificación de la transición a la jubilación para metas a largo plazo, ayudando a los clientes a dormir con más tranquilidad.
No hay fotos disponibles
Estrategias de inversión personalizadas y gestión de cartera adaptadas a tus objetivos financieros a largo plazo y estilo de vida.
Análisis y planificación integrales para la jubilación, seguros, testamentos, fideicomisos y transiciones importantes de la vida.
Asesoría de inversiones estable, centrada en dividendos, para navegar los cambios del mercado y generar ingresos seguros.
Estrategias para garantizar ingresos estables durante la jubilación, incluida la redistribución de la cartera y la definición de metas.
Boletines claros y asesorías que desmitifican las finanzas, haciendo que los temas complejos sean accesibles y empoderadores.
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.
Reclama Drucker Wealth Management para actualizar la información, responder reseñas y acceder a las estadísticas.
