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About Drucker Wealth Management
At Drucker Wealth we approach things a little differently. We are a planning first financial firm. 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 best fit! As a third-generation firm, we're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you’re a high earning professional just getting started, planning to retire in the next few years or somewhere in between, we’ve got a squad of Certified Financial Professionals who are excited to help connect the dots in your financial world. Though we are based out of NYC we run a Virtual Planning practice.
About Drucker Wealth Management
At Drucker Wealth we approach things a little differently. We are a planning first financial firm. 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 best fit! As a third-generation firm, we're dedicated to helping you b...
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(3) Reviews for this company
1 Stars
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2 Stars
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4 Stars
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5 Stars
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Frank Slusark
My wife and I have been clients with Drucker Wealth for 25 years. Lance’s steady hand has guided us through the dot com bubble, the Great Recession, Covid pandemic and more. His strategy of investing in sound, dividend producing companies, and not chasing the latest craze, has proven invaluable. Stay the course, keep investing, don’t panic. He’s the voice of reason. Our retirement income is secure. He communicates weekly through his email “rants” and newsletter, and you can always reach him. I highly recommend his firm. Thanks Lance for always looking out for us.
J
Joseph Carozza
I discovered Gideon and Drucker Wealth online a while back and started following his newsletter, which immediately made the world of finance (something I’ve always felt clueless about) so much easier to digest. A couple of years later, I finally took the dive and met with Gideon personally and that same clarity carried through. He breaks everything down in a way that feels approachable, never overwhelming, and always thoughtful. Working with him has made the entire financial planning process feel manageable and even empowering. Highly recommend Drucker Wealth for anyone who wants guidance without the jargon or confusion.
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Edward Fishkin
I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
E
Edward Fishkin
I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.
J
Joseph Carozza
I discovered Gideon and Drucker Wealth online a while back and started following his newsletter, which immediately made the world of finance (something I’ve always felt clueless about) so much easier to digest. A couple of years later, I finally took the dive and met with Gideon personally and that same clarity carried through. He breaks everything down in a way that feels approachable, never overwhelming, and always thoughtful. Working with him has made the entire financial planning process feel manageable and even empowering. Highly recommend Drucker Wealth for anyone who wants guidance without the jargon or confusion.
F
Frank Slusark
My wife and I have been clients with Drucker Wealth for 25 years. Lance’s steady hand has guided us through the dot com bubble, the Great Recession, Covid pandemic and more. His strategy of investing in sound, dividend producing companies, and not chasing the latest craze, has proven invaluable. Stay the course, keep investing, don’t panic. He’s the voice of reason. Our retirement income is secure. He communicates weekly through his email “rants” and newsletter, and you can always reach him. I highly recommend his firm. Thanks Lance for always looking out for us.
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