Drucker Wealth Management

"I became a Drucker Wealth client in 2022 after attending Gideon's webinar and finding it very helpful. I also had some life changes that year that made me want to get more organized about financial and wealth planning. I've been a happy customer since Day 1 - Autumn Lax is my advisor and she is brilliant. She has advised me knowledgeably, referred me to experts when I needed them, and helped me get a grasp of all I need to confidently plan for the future. All said, Drucker Wealth is a remarkable company through and through and I highly recommend them!"

"I have had the pleasure of knowing Gideon and his team for several years, and they consistently demonstrate trustworthiness, responsiveness, and reliability. As someone with limited knowledge about financial management and investing, having Gideon and his team supporting me brings a tremendous sense of relief as I navigate the path to secure my financial future. Their personable approach and unwavering commitment to addressing all my questions, big or small, makes me incredibly grateful to be working with them. The Drucker team has exceeded my expectations and I can say that i am in a MUCH better financial position because of them."

"As I was scrolling along in Facebook, I came across as ad for this book: “How to Avoid H.E.N.R.Y. Syndrome (High Earner Not Rich Yet): Financial Strategies to Own Your Future”. I immediately thought, this is us!! We make good money, but why do I feel that we just aren’t getting ahead?? So I began to follow the author, Gideon Drucker. I signed up for his weekly emails and eventually attended one of his webinars. I was becoming hooked. Everything he was saying/teaching really resonated with me. I bought the book. It’s not that my husband and I were a financial mess… we just weren’t very organized. We had not combined finances. We had numerous accounts between the two of us. We had no plan. We were kind of doing our own thing and I guess thinking it would work out in the end? My husband needed a bit of convincing. Why should we pay someone to look at our finances, develop a plan, and then help us stick to the plan? We can just do that ourselves, for “free”. After some convincing, we eventually scheduled our Right Fit Call, which led to a follow up call, which led to working with Gideon and his team. The calls were awesome… everything that had resonated with me, resonated with my husband too. We were on our way! Gideon and his team have been AMAZING. They are knowledgeable, incredibly helpful, and not judgy (I might have a slight shoe spending habit…). They are always around to answer our questions. We have saved a crazy percentage of our income in just the few months we have been working with them. We just were not getting there on our own. We have a plan, not just for finances, but also for insurance and for estate planning. We never realized how interconnected all these things are. Here are a few things we learned along the way: - We wish we would have started earlier. Who doesn’t?? - It is not too late to start. We are not spring chickens, haha! It is amazing what we have accomplished in such a short time working with Gideon and his team. - Our savings capacity is our greatest wealth building tool. - We cannot emphasize enough the importance of having a comprehensive plan. Having a plan is life changing. We highly recommend Gideon and his team. We are definitely looking forward to the future as we set forth to accomplish our financial goals with a team and a plan to help us get there."

"The team at Drucker Financial is exceptional. They are professional, personable and above all, financially brilliant in their approach to organizing our family's finances. Having the benefit of their 60+ years of experience in the financial planning space has been an incredible asset to our family and by far one of the smartest investments we have ever made by enlisting them to create a plan for our future. Their process is impeccably organized and all-encompassing, giving us a comprehensive, full financial picture and a step-by-step guide for achieving our goals in the years ahead. This firm is made up of a rare combination of honest and intelligent financial experts who operate with integrity and tireless dedication to their clients. We feel very fortunate to have found them and look forward to their following their exceptional guidance for years to come."

"As working parents with two young kids, my wife and I needed some guidance to make sure we're investing properly for both our own and our children's futures. Drucker Wealth was the perfect place for us to get that guidance. Gideon and his team used their resources to build a comprehensive plan for both the short and long term that was specific to our situation. He also took the time to describe it in a way that was easy to understand. The information they provided gave us the peace of mind that comes with a clear path to reach our goals. We'd highly recommend their services to anyone in a similar situation."