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Drucker Wealth Client Portal Access

So what is the Drucker Wealth Client Portal?

  • A place to see all of your assets held with us,
  • Where you can link your outside accounts (including bank, employer-sponsored, mortgages... you name it!),
  • Store important documents and statements securely in the vault

The portal will give you a succinct overview of it all.

To access your portal, request a link from Priya Lasrado, our Financial Planning Manager by clicking here. We will send you a unique set up link directly to your email that can only be used once.   

Once your portal set up is complete, you can enjoy a 40,000-foot view of your financial status. If you are interested in learning more about our Financial Life Plan process reply to this email, let's discuss.

Helpful Resources:

Client Account Security:Step-by-Step Set Up Guide:Get The Mobile App:

Link Your Accounts: