#USA #New York #Estate Planning #Drucker Wealth #Carrie Leontitsis

Drucker Wealth Integrates Estate Planning

Drucker Wealth, a third-generation Registered Investment Advisor (RIA), is setting a new standard in financial planning by welcoming Carrie M. Leontitsis to its team as the first in-house Estate Planning Specialist. This strategic addition underscores Drucker Wealth's dedication to providing holistic financial advice, combining investment management with essential estate planning strategies.

Carrie M. Leontitsis, who is certified by the Florida Bar in Wills, Trusts, and Estates, brings with her over seventeen years of experience in estate planning. With her in-depth knowledge of the legal intricacies involved in estate management, Leontitsis will lead the firm in enhancing its services to mid-career professionals and young families.

A Partnership with Wealth.com

In addition to Leontitsis's expertise, Drucker Wealth has partnered with Wealth.com, a digital platform that aims to simplify the estate planning process. This collaboration is designed to create a seamless and technology-enabled experience for clients, helping them navigate the complexities of estate planning with confidence and ease.

Gideon Drucker, the CEO of Drucker Wealth, emphasizes that the landscape of financial advisory services is evolving. “Clients today expect more than just traditional investment management,” he states. “By integrating estate planning into our advisory framework, we are taking a critical step in ensuring our clients have comprehensive support for their financial legacies.”

The Need for Integrated Services

Traditionally, estate planning and financial planning were viewed as separate entities, often leading to inefficiencies and overlooked opportunities for clients. By bridging this gap, Drucker Wealth is addressing a growing demand for a more cohesive approach to financial advisement. Anne Rhodes, Chief Legal Officer at Wealth.com, reiterated this sentiment by stating, “The future of financial planning hinges on delivering comprehensive value. When advisors effectively manage both investment strategies and estate planning, they facilitate smoother wealth transfer processes.”

The proactive model initiated by Drucker Wealth and powered by technology aims to keep clients engaged and informed about every aspect of their financial journey. This includes not only investment oversight but also comprehensive estate planning strategies that reflect clients’ personal legacies and goals.

Client Empowerment Through Expertise

Carrie Leontitsis is enthusiastic about her new role. “Joining Drucker Wealth allows me to facilitate a transformative experience for clients regarding estate planning. Many find this aspect of financial planning daunting, but with expert advice and the right digital tools, clients can confidently make informed decisions about their legacies,” she comments.

Drucker Wealth's focus on comprehensive client-centered services marks a significant shift in the financial advisory sector, where merging digital innovation with personal expertise creates a pathway to better service delivery. The expansive vision of Drucker Wealth goes beyond simply managing assets; it encompasses the holistic management of wealth.

Conclusion: A Forward-Thinking Approach

The expansion into estate planning represents not only Drucker Wealth’s evolution as a financial advisory firm but also the broader industry trend towards integrated service offerings. By hiring an in-house estate planning specialist and leveraging advanced technology, Drucker Wealth positions itself at the forefront of the future of financial consultation. For those seeking to secure their financial future and legacy, Drucker Wealth stands ready to guide them through every step of that journey.

For further information on Drucker Wealth's estate planning services, visit www.druckerwealth.com or reach out through their designated contact channels.