Four Cornerstones

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

Building Wealth:

Most people spend more time planning their vacation than worrying about their wealth management. At DWM, our advisors utilize one of the best in-class financial planning software programs, Money Guide Pro, that will create a plan based on your budget, your assets, your asset allocation, and most importantly, your goals and dreams for your future. We then create a written plan that will provide you options and choices to help you achieve your financial goals if your current goals are achievable.

Distributing Wealth:

When it comes to turning your savings into a paycheck during retirement, our focus is on creating well thought out strategies and utilizing vehicles that can help provide streams of sustainable income for the rest of your life in a tax efficient manner.

Protecting Wealth:

Ensuring that your wealth is protected if you live too long, die too soon or get sick somewhere along the way, is a fundamental part of what we do at DWM. We do this by putting proper protection vehicles in place to preserve your net worth and/or current quality of life, regardless of the circumstances. In addition, we utilize strategies that work to potentially preserve and protect your assets during the unfortunate, but very real recessions, down turns and bear markets that can occur over the course of your investing future.

Transferring Wealth:

You have spent your whole life working to accumulate wealth. Our goal is to help you pass that wealth on to family, friends, and charities in the most tax efficient and cost effective manner. We work with your tax and legal advisors to create an estate plan that will allow you to maximize what you give to your family and minimize what you give to the government.