New Jersey father-son duo, Lance and Gideon Drucker, have established their own registered investment advisor (RIA), Drucker Wealth. The firm, currently handling $750 million in client assets, primarily serves high net-worth individuals, families, and businesses, with an emphasis on their financial goals.
Drucker Wealth pledges comprehensive financial planning and wealth management. The Druckers bring an extensive background from reputable investment companies, promising tailored financial solutions and personalized customer service.
A remarkable feature of the firm is its digital platform. Simplifying wealth management, it gives clients 24/7 access to account information. As an independent RIA, Drucker Wealth underscores transparency to foster trust and lasting relationships.
The senior partner Lance Drucker, has over thirty years of financial industry experience, and his son Gideon Drucker is a certified financial planner. Drucker Wealth aims to expand its services and maintain its relevance by keeping up with the latest market trends and financial regulations.
Drucker Wealth, employing twelve professionals, works with over 800 clients out of its Woodcliff Lake location. This strategic location allows the firm to serve a large demographic. Despite the significant client base, the professionals-to-clients ratio reflects dedicated personalized service.
The firm stresses continuous professional development to keep its staff updated on industry trends. Drucker Wealth’s responsive team anticipates client needs for effective interactions, ensuring peace of mind through robust wealth management strategies
In partnerships with Fidelity, Altruist, and PKS Investments, Drucker Wealth ensures a secure and reliable platform for clients’ financial transactions. These strong partnerships open up a wide investment choice for clients and align seamlessly with the firm’s mission.
The decision to establish Drucker Wealth comes as a strategic business move by the Druckers. Aiming for superior customer service, increased customization, and utilizing advanced technology, the duo doesn’t just aim to survive in the competitive market but set new industry standards.
Various opinions surface regarding the transition to independence. While some view it as a positive development allowing for more control and innovation, others voice concerns over potential challenges. However, the consensus leads to belief in its effectiveness if adequate planning and strategy are in place. Regardless of such, Gideon Drucker and his team express excitement for the potential growth the new structure brings despite the challenges faced.
Overall, it is the start of an exciting chapter for Drucker Wealth. With the promising new structure, the team at Drucker Wealth is confident that they can continue delivering high levels of customer satisfaction and innovative financial solutions.
