Financial Advisors
New York, NY
Drucker Wealth Management is a third-generation, family-owned financial advisory firm based in New York that provides comprehensive wealth management, financial planning, and investment management services. Led by experienced advisors including CFP® Gideon Drucker, they specialize in serving mid-career professionals and pre-retirees through a combination of personalized guidance and technology-enabled planning. Known for their commitment to brutal honesty, radical transparency, and holistic financial strategies, they help clients build, protect, and preserve wealth while also offering virtual planning services beyond their Manhattan headquarters.
Ideal for: Mid-career professionals with complex finances, Pre-retirees planning retirement transitions, High-net-worth individuals seeking comprehensive wealth strategies
Service area: New York City and surrounding areas, with virtual planning services nationwide
Third-Generation Family Firm: Operating for 60+ years with the same phone number for over 30 years, demonstrating stability and continuity in client relationships and financial planning.
Holistic Financial Planning Approach: Combines comprehensive financial planning with personalized investment management and technology, helping clients connect all aspects of their financial life.
Virtual Planning Practice: Extends services beyond NYC through remote planning options, making their expertise accessible to clients across the country.
Address: 2 Park Ave 20th floor, New York, NY 10016
Phone: (212) 681-0460
Website: druckerwealth.com
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