Drucker Wealth Management - New York, New York

Todd R.

I have now worked with Gideon and his team at Drucker Wealth for 2 years. My overall experience has been excellent. They are organized and communicative which has made our financial planning seamless. The team has great insight into saving, planning, and ultimately investing. We value their input and look forward to a long relationship of success.

Helaine L.

I have been with Lance Drucker, Kitty Richie and the Drucker Wealth Management team since 'forever'. The team has been advising me on my 'financial goals' since I started my career in NYC and the financial advice continues as I am getting closer to retirement. Throughout the financial planning process, adjustments were made as my career, finances and future goals adapted to where I was/am at that point in time. If I had one piece of "Drucker Wisdom" I wish I took sooner, I should have listened to Lance and started my financial plan earlier then I did - You were correct Lance! I highly recommend Drucker Wealth Management no matter where you currently are on achieving your 'financial goals'.

Lisa F.

My interactions with Drucker Wealth span over 25 years. During this period, I expanded my understanding of what it means to prepare for my future. Lance has a simple yet effective wholistic approach for wealth building (Now/Soon/Later). A great coach listens to your goals, helps to assess your strengths/weaknesses and provides data and motivation to guide your journey. Lance did this for me in a masterful way. As Lance and Gideon expanded their organization and offerings, I continued to benefit from their stellar guidance and didn’t experience diminished customer support. I have confidence in my financial future - thanks to Lance, Kitty and their team. Do not hesitate to have a conversation with them regardless of where you are in your journey. A great way to start is to sign up for their newsletter.

Maria E. F.

Working with Autumn has been transformative for our family's financial health. She has been more than just a financial advisor; she’s been a true guidepost, listening to our needs and providing thoughtful advice that serves as a solid sounding board for our financial choices. Thanks to her, we've been able to navigate the complexities of financial planning and have established a strong foundation for our family's future.

Additionally, the entire Drucker Wealth team has been incredibly supportive, especially with estate planning. We now feel secure and excited about the options and paths available to us, knowing we are in capable hands. Thank you, Autumn, and the Drucker Wealth team, for your invaluable guidance.

WILLIAM T.

Lance and his team are fantastic. They have been extremely helpful in helping me and my wife understand our finances better and getting comfortable with our path to retirement. Always available whenever we have a need or questions. Highly recommend.

Joseph G.

I've had the pleasure of working with Gideon for years, and I couldn't be more satisfied. Not only has he become a close personal friend with whom I share a variety of passions (not just limited to sports and podcasts), but he and Karina have consistently taken excellent care of my family. My wife and I have seen our wealth grow steadily under their guidance and feel confident about our financial future. Their approach is refreshingly pragmatic, focusing on smart, strategic decisions rather than quick, get-rich schemes. I highly recommend Gideon and Karina + the Drucker Wealth team for their exceptional service and dedication.

Ana H.

I have been working with Drucker Wealth, and specifically Sarah Ward, for nearly six months to address a very longstanding problem I was having in accessing an account (part of an eventual plan to consolidate some things). It is a small account and the problems were simple and yet I was getting nowhere after more than a year of trying on my own. Sarah from the day we met provided individualized and timely attention; expert, comprehensible, and thorough information and advice; and check-ins, summaries, and accompaniment every step of the way. Sarah's work resulted in the best of all outcomes for me: full access to all funds in my account, an investment program that meets my needs and aligns with my values, and the peace of mind and confidence in knowing I am doing my best with what I have, but now with the support of a team of wonderful advocates. Once again - thank you so very much, Sarah, and Drucker Wealth!

Sucheta S.

I highly recommend the Drucker firm, and am especially grateful for my wonderful advisors Autumn Lax and Sarah Ward. As the first person in my family to seek an ongoing relationship with a financial advisor, I was really nervous about finding the right fit. I was overwhelmed by the learning I needed to do, and I wanted a thought partner who could understand my perspective and my priorities. Autumn and Sarah are exactly that. They've taught me so much and have helped me get a clear picture of my once-messy financial life. They've helped me through major life decsions and have reassured me during periods of unexpected change. They understand both my traditional and my non-traditional goals, and they tailor their advice to my specific situation. I feel incredibly lucky to benefit from their expertise, thoughtfulness, and consistent kindness.