DW
Drucker Wealth Management
Clarté, confiance et un accompagnement constant pour une sécurité financière durable.
5(5 avis)
Comptable
$$$
Clarté, confiance et un accompagnement constant pour une sécurité financière durable.
Basé à New York, au 2 Park Ave, 20e étage, NY 10016, Drucker Wealth Management propose une gestion de patrimoine et une planification financière de confiance. L'équipe — composée de Lance, Kitty, Gideon et leurs collègues — est saluée pour ses conseils clairs et sans jargon, ses stratégies d'investissement réfléchies et une main ferme au cours des cycles de marché. Ils analysent les investissements, les assurances, les testaments et les fiducies, et assistent à la planification de la transition vers la retraite pour des objectifs à long terme, les aidant à dormir sur leurs deux oreilles.
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Des stratégies d'investissement personnalisées et une gestion de portefeuille adaptées à vos objectifs financiers à long terme et à votre mode de vie.
Analyse et planification complètes pour la retraite, l’assurance, les testaments, les fiducies et les grandes transitions de la vie.
Des conseils d'investissement constants et axés sur les dividendes pour naviguer les fluctuations du marché et constituer des sources de revenus sécurisées.
Des stratégies pour assurer un revenu de retraite stable, y compris le repositionnement du portefeuille et la fixation d'objectifs.
Des bulletins d'information clairs et des consultations qui démystifient la finance, rendant les sujets complexes accessibles et vous donnant les moyens d'agir.
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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