To simplify your financial life through a combination of technology & personal hand holding, so that you can enjoy more and worry less.
Brutal honesty. Radical transparency.
Family Owned. Client Focused.
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...) we're probably not the right team for you. As a third-generation financial advisory firm, we're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning, investment management, and tax planning/preparation.
Whether you’re a mid-career professional with a million things going on or you're planning to retire in the next few years and need help getting there, we’ve got a squad of experienced financial advisors and professionals with great attitudes who are excited to connect the dots in your financial world.
We Adapt, We Accept Change, We Grow With Our Clients.
Though the majority of our team is based out of NYC we run a Virtual Planning practice. To learn more about our Virtual Planning Practice schedule a call with our team. We look forward to connecting with mid-career professionals and pre-retirees who are as eager to plan for the future as we are.
Proudly Working With Employees At:
*The use of these logos do not suggest a relationship with the companies themselves, only that we work with clients at these companies.
Who You Are
Mid-Career Professional
30s to early 50s
Busy & hard working
Balancing career, family, and future priorities
High-Earning Household
Earning $400k+ in salary or have $1M+ in Investment Assets (or both!)
Receiving variable compensation, like RSUs and/or cash bonuses
Future Minded
Have kids or planning to start a family
Want to map out your retirement trajectory
Income & lifestyle changes to come
Major life events to plan for
Relationship Oriented
Value expert guidance & advice
Cherish your time & energy and are looking for a partner to preserve both
See the value of a thought partner & an accountability team
Who We Are
Fiduciary Independent RIA
A team of financial, tax, and estate experts
One Lead CFP serving as your point of contact
60+ Year Track Record with ever expanding services (tax prep, estate planning access etc.)
One-Stop Planning Shop
A focus on your cash flow, saving rate, & goal funding priorities
Education & Home Purchase planning, Estate Coordination & RSU strategies
In-House Tax Preparation
Tax-Efficient Investing
Low Cost Globally Diversified Portfolios
Tax optimized Asset Location
Proactive Tax Loss Harvesting
Custom Indexing & Capital Gain Budgets
Accountability Partner
2-4 Review Meetings Per Year
Ad-Hoc Meetings as requested
We return ALL emails/calls within 24 hours
A Cloud-Based Financial Planning Dashboard
H.E.N.R.Y. Strategies Unlocked: How To Build A Plan That Works As Hard As You Do
Bernie Drucker, who lost his father at 16 and put himself through college, begins his career in financial services, laying the foundation for Drucker Wealth.
1959
Drucker Gets a Name
Lance Drucker (Bernie’s son) joins the profession and begins transforming Drucker Wealth from a one-man band into a full-service wealth management firm.
1985
Top Advisor Award
Lance is named the #1 Advisor at the firm's broker dealer for the first of 18 (!!) consecutive years!
2004
Third Generation Arrives
Gideon Drucker (Bernie's grandson) joins the firm following his military service & college graduation. The firm has grown to 6 team members!
2016
Wealth Builder Launches
Gideon launches the Wealth Builder Division to work with High Income Mid-Career Professionals and their families.
2019
Fast Team Growth
The Wealth Builder Division triples the number of client households served, expands its CFP advisory team, and develops expertise in RSUs and stock options for high earners.
2022
RIA Independence
Drucker Wealth "re-launches" as an independent RIA, giving us more freedom to serve clients our way and continuing to evolve into a one-stop shop for busy mid-career professionals.
2024
Estate Planning In-House
Our wonderful Estate Planning Specialist, Carrie Leontitsis, joins the team, helping clients navigate this important, and too often overlooked, area of financial planning.
2025
Tax Division is Launched
Responding to our #1 client request, Drucker Wealth launches Drucker Tax to handle tax prep & filing for our clients in-house!
2025
Growing Our Impact
Drucker Wealth grows to 17 team members as demand for integrated financial, tax, and investment planning alongside the personal hand-holding that Bernie first provided 50 years ago continues to accelerate.
Featured Places:
We’ve had the same phone number for over 30 years, and we’re not giving it up any time soon.
