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.
|Client Account Security:||Step-by-Step Set Up Guide:||Get The Mobile App:|
>> Instructions To Link Your Accounts:
>> Adding Your Documents to the Vault with Priya Lasrado, RICP Financial Planning Director:
Have questions? Contact Priya Lasrado, RICP Financial Planning Director!