WHO WE ARE
When Bernard Drucker CLU, ChFc first started Drucker Wealth Management in 1959, he had a vision of helping people achieve financial success through time tested investment strategies and warm hand holding.
Today, Drucker Wealth Management remains a unique firm in the world of investment advice and asset management. Our advisors' skill set, experience and powerful financial planning process, are focused on guarding and protecting your investment capital and your wealth, as you navigate through life's financial milestones.
Drucker Wealth Management is best known in New York as the firm specializing in guiding the financial affairs of Women In Transition. Many of our female clients were introduced to DWM when they found themselves confronting any number of the following crossroads:
- Loss of a spouse or life partner
- Sale of a company
- Purchase of a business
- Launch of a professional career
- Major job promotion
- New marriage
- Birth of a child
Our team of financial advisors are experts in helping clients confront the most complex challenges and opportunities of their lives, especially those that carry profound and lasting implications.
It is at these milestones and times of transition that people feel most vulnerable and confused. With Drucker Wealth Management at your side, you are not alone. In fact, you have someone who cares more about you, your wealth management and your financial situation than anyone not sharing your last name.
Our goal is to make these times of transition, the springboard for your success.