Drucker Wealth Management is proud to announce the launch of DWM Wealth Builder as a new division of Drucker Wealth Management focused on helping the next generation prepare for their financial futures. Our 3rd generation at the firm, Gideon Drucker will serve as Managing Director of our Wealth Builder Division…working with the millennial world to help ensure that they have a financial roadmap and a strategy to achieve their own long-term goals…This new division stems from our learned realization that most millennials don’t have the money/assets to warrant the proper care & attention from financial advisors and so too often start their lives behind the 8-ball planning for their future….only being approached when they “have a minimum $ to invest.”
Why are we different?
As a 3-generation family firm, we are uniquely situated in the world of financial planning and wealth management to think of our firm in terms of the coming decades not days and months. Many of our clients started working with Bernie Drucker, our founder and Gideon’s grandpa, and Lance Drucker, current CEO and President, over 30 years ago…And so, we have grown with them from their first job out of school through their retirement years…allowing us to truly think generationally…We know that it’s the journey and the growth over time that matters…not the dollar amount at the start. This is the heart and core of DWM Wealth Builder and why we are so excited to launch.
Written Goal planning, money management, and planned, disciplined savings are the hallmark of any true financial plan…and utilizing DWM’s 3 Bucket Approach to Building Wealth, this is where all DWM Wealth Builder clients will begin the process. DWM Wealth Builder clients will be part of our Drucker Wealth Management family…utilizing our technology driven financial planning, risk analysis, and account aggregation tools to make sure they are always planning and behaving according to their own goals and vision. We will have coordinated educational opportunities and networking events for all DWM wealth builders as well as webinars, blogs, shared articles, and educational videos to be disseminated each month so our clients can learn and grow with us through the years and through their own family’s changes. We are beyond excited to launch this newest chapter of Drucker Wealth Management and to continue growing with our DWM Family.