To simplify your financial life through a combination of technology & personal hand holding, so that you can enjoy more and worry less. 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.)
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. Though the majority of our team is based out of NYC we run a Virtual Planning practice.
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. Though the majority of our team is based out of NYC we run a Virtual Planning practice.
Services
To explain who we are, we'll start with where we came from. Our third-generation financial planning firm was founded in 1959 by Bernie Drucker. Today, Bernie's legacy of using comprehensive planning to help families find financial independence is carried on by his son Lance and grandson, Gideon.
Over the past 3 generations and 60 years, we have provided objective financial advice to individuals and families looking to reach their financial potential.As fiduciaries we specialize in working with motivated & successful young professionals looking to take control of their financial future.
Over the past 3 generations and 60 years, we have provided objective financial advice to individuals and families looking to reach their financial potential.As fiduciaries we specialize in working with motivated & successful young professionals looking to take control of their financial future.
We know that as a high earning young professional with a lot going on financial planning can feel overwhelming, taxing and downright difficult to think about! To operate at a true-fiduciary level, we designed a process that is 100% free from the conflicts of interest you might experience with other advisors who are only interested in managing your money (and as soon as possible!).
You need the total package when it comes to entrusting a financial planning professional - education, experience, trustworthiness, honesty and the list goes on and on. Together, our team at Drucker Wealth Management offers over 100 years of wealth management and fiduciary experience, and plenty of wisdom to pass around.
A HENRY is a high earner that is motivated to build out their personal financial roadmap in a way that helps them achieve their long term financial goals most efficiently.
As a HENRY, your Financial Life Plan does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
As a HENRY, your Financial Life Plan does not center around the assets you have available to invest today, but rather revolves entirely around the investment planning, tax planning, and protection planning you can begin today to maximize your financial situation as your life evolves.We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
Connect with our team of advisors and fiduciaries from anywhere! Whether you're a west coast native or taking an extended hiatus from the NYC area we will continue planning for your future. With Virtual Planning we offer greater flexibility for meeting times, even early mornings and late evenings. We've listened carefully to the needs of our clients.
Reviews (10)
Sonia David
Jan 14, 2022
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I was so impressed with how productive my conversations have been with Autumn. I am a 30 year old professional still getting my feet under myself as a leader with higher income. Autumn was the perfect match for me. She has the heart of a teacher and really puts her clients first. If you are interested in finding a professional financial planner, Autumn Lax at Drucker Wealth Management is an excellent choice!
Leslie Boaz
Jan 06, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Drucker Wealth Management is the best firm to invest your money with!!! They are super responsive to your needs and customize your investments based on your objectives and they are wonderful to deal with!!! I truly trust their advice!!! I have no hesitation in recommending their firm to anyone looking to find a great financial planner.
Drucker Wealth Management is the best firm to invest your money with!!! They are super responsive to your needs and customize your investments based on your objectives and they are wonderful to deal with!!! I truly trust their advice!!! I have no hesitation in recommending their firm to anyone looking to find a great financial planner.
Mary Reilly
Jan 03, 2022
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My husband and I were unsure about how to optimize our savings once we got married so we started working with Drucker Wealth Management and have been very pleased with their help and guidance. Their knowledge and expertise regarding financial planning is apparent. It has been an absolute joy working with them, and we always feel like a priority as clients -- they answer our calls and emails at all hours. We are so grateful to have found Drucker Wealth Management and look forward to many more years of working with them to help us reach our financial goals.
V. Adduci
Dec 31, 2021
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I’ve been a client of Drucker Wealth Management for a long time. The practice has grown over the years, but the fundamentals haven’t changed. Lance and team are knowledgeable, professional and always super responsive. Client relationships are important to them.
For those just starting the process of investing, it’s a good exercise in thinking about the future and making decisions about long term expectations. Accumulating wealth is the easy part, managing the wealth so it will serve you well into the future is what DWM is about.
For those just starting the process of investing, it’s a good exercise in thinking about the future and making decisions about long term expectations. Accumulating wealth is the easy part, managing the wealth so it will serve you well into the future is what DWM is about.
Amy Reichman
Dec 26, 2021
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When my spouse retired from the financial investment field, she entrusted her clients financial health (as well as our own) to her associates at DWM. Since then, I have relied on the team more and more as my spouse has become less able to oversee our finances. If you are looking for the most trustworthy, most financial savvy, truly caring advisors, then these are the people for you!
Sean Willey
Dec 17, 2021
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Gideon and his team are absolutely great people and great at what they do! They are great teachers because let's be real, most people are not educated enough on this so they take the time to explain everything. And best of all they are a family business that gives back to others. Very impressed with that aspect of their business model. They care about their clients and their community.
I will admit, I am a very frugal person so the financial plan cost was something that I had to strongly consider. Not because I did not see the value in the plan itself or the staff, rather I was initially hesitant
I will admit, I am a very frugal person so the financial plan cost was something that I had to strongly consider. Not because I did not see the value in the plan itself or the staff, rather I was initially hesitant
Shelley Wood
Dec 12, 2021
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I've been a client for many years, coming to Drucker when I realized I needed to start getting serious about my financial future. I can't recommend them highly enough. Everyone there is smart, caring, and work to be sure they understand your situation and goals as they evolve. They keep in touch and are super responsive -- plus cool people! I have a lot of confidence in them and now I'm set up for my future thanks to the team.
Betsy Griffin
Nov 22, 2021
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I have been working with Gideon at Drucker Wealth Management for a few months now and have had a wonderful experience -- he is personable, incredibly knowledgeable and willing to break it down to a level I understand, conscientious and always follows through on deliverables, and has helped me build a solid financial plan. The hands-on support is exactly what I had hoped for and I look forward to continuing our partnership. Highly recommend!!
Samiha Imami
Jun 03, 2021
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I have been a client for the past 6 months and so far have been pleased with the services.
Gideon and the staff are professional, knowledgeable and always have the clients' interests in mind. The process began with a 3 week review of my current financial standing and money goals. This also helped the team determine if what I am looking for is a fit for the services they provide. Post review phase, Gideon worked to create a financial plan tailored to me and my goals for the future.
The team is focussed on nurturing relationships with their clients - they want their clients to succeed in the long
Gideon and the staff are professional, knowledgeable and always have the clients' interests in mind. The process began with a 3 week review of my current financial standing and money goals. This also helped the team determine if what I am looking for is a fit for the services they provide. Post review phase, Gideon worked to create a financial plan tailored to me and my goals for the future.
The team is focussed on nurturing relationships with their clients - they want their clients to succeed in the long
Abby Johnston
Apr 21, 2021
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Gideon Drucker and his team have been monumental in assisting me in planning for the future, short and long term. He is honest, professional, and very patient with both my continued questions and need for scheduling flexibility. Everyone is very quick in responding and organizing all the moving parts involved in financial planning. Using a fiduciary was very important to me and I have no question that Gideon is looking out for my best interests; this group has certainly relieved any anxiety I had concerning asset management. I have only been a client for a couple months but look forward to continue
