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Are you prepared for "what’s next?" 

Drucker Personal Caricature

Drucker Wealth Management is here to help. Since 1959, Drucker Wealth Management has been providing comprehensive wealth management services to the affluent and those who'd like to be. Today, we are one of the preeminent, independent financial advisory firms in the country. We've maintained our stellar reputation as a result of our client-centric approach, which is focused on helping our clients retire comfortably, and then remain comfortably retired.

We accomplish this via our Four Cornerstone approach to wealth management, and our Four Bucket Approach to investment management.

At DWM, our team will act as your financial coach and advocate to help you take advantage of the opportunities and challenges that arise during your financial life journey.

Investment Planning

In today's complicated and changing investment world, you cannot just; "set it and forget it." It is only by constant monitoring and proactive changes, when warranted, that you can achieve your long term goals.

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Tax Planning

We help our clients organize and consolidate their many IRA accounts and develop a written plan to ensure that their required minimum distributions are being met and won’t be subject to government penalties.

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Estate Planning

In conjunction with Estate Planning Attorneys, we help you develop the most cost and tax efficient strategies to create enduring Legacies of Love to those closest to you.

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Wealth Builder Services

Through use of our innovative Four Cornerstone approach to Wealth Management, as well as our Four Bucket approach to Investment Planning, Drucker Wealth Management assists retirees, professionals, businesses ...

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Three Bucket Approach

Maximizing returns is not the goal for truly successful investors. Your success is measured by achieving the return required to meet your personal financial goals, while still being able to control risk.

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Four Cornerstones

At Drucker Wealth Management, we work with you to help you build a strong foundation for your finances. By utilizing our Four Cornerstones of Wealth Management, we will help you accomplish the following four goals.

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Drucker Wealth Management In the Media

  


 

 

Lance Drucker Awards & Honors

Lance Drucker is a multi-year recipient of the Five Star Wealth Manager Award – 2012, 2013, 2014, 2015, and 2016. The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criterias:
1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
3) Favorable regulatory and complaint history review;
4) Fulfilled their firm review based on internal firm standards;
5) Accepting new clients;
6) One-year client retention rate;
7) Five-year client retention rate;
8) Non-institutionalized discretionary and/or non-discretionary client assets administered;
9) Number of client households served;
10) Educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. For more information about the Women’s Choice Award for Financial Advisors, please visit www.womenschoiceaward.com/financial-advisor/.


DWM will act as your financial coach and advocate to help you take advantage of the opportunities and challenges that arise during your financial life journey

 

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