To simplify your financial life through a combination of technology & personal hand holding, so that you can enjoy more and worry less.
Brutal honesty. Radical transparency.
Family Owned. Client Focused.
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...) we're probably not the right team for you. As a third-generation financial firm, we're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management in New York City.
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.
We Adapt, We Accept Change, We Grow With Our Clients.
Though we are based out of NYC we run a Virtual Planning practice. To learn more about our Virtual Planning practice schedule a call with our team. We look forward to connecting with young professionals and pre-retirees who are as eager to plan for the future as we are.
How To Avoid H.E.N.R.Y. Syndrome®:
Financial Strategies To Own Your Future
BY GIDEON DRUCKER, CFP