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About DRS WEALTH MANAGEMENT
DRS Wealth Management is a leading financial advisory firm that offers personalized and comprehensive financial services to its clients. With a focus on providing exceptional customer service and tailored financial solutions, DRS Wealth Management has established itself as a trusted partner in helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Focused on exceptional customer service
- Offers tailored financial solutions
- Trusted partner in achieving financial goals
Facts and Insights
DRS Wealth Management has a team of experienced and knowledgeable advisors who are well-equipped to offer expert financial guidance. Their in-depth understanding of the financial industry and market trends allows them to provide valuable insights to help clients make informed decisions. As a result, clients have seen significant financial growth and increased confidence in their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Last 10 Years | Last 5 Years | Last 3 Years | |
|---|---|---|---|
| Assets Under Management | $500 million | $350 million | $200 million |
| Number of Advisors | 10 | 8 | 5 |
| Time in Business | 20 years | 15 years | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
DRS Wealth Management serves a diverse range of clients including individuals, families, retirees, and small businesses. They understand that each client has unique financial needs and goals, and therefore, their services are tailored to meet the specific needs of each individual or entity.
Fees & Compensation
DRS Wealth Management is committed to transparency and has a fee-only compensation structure. This means their advisors do not receive commissions for recommending specific products or services, ensuring their clients’ best interests are always the top priority. Clients can choose from different fee options, including a percentage of assets under management, hourly rates, or a flat fee for specific services.
Background
DRS Wealth Management was founded in 2001 and has since grown into a reputable financial advisory firm with a strong presence in the industry. The firm is led by a team of experienced financial advisors who are committed to providing personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
DRS Wealth Management is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are held to a fiduciary standard, requiring them to always act in the best interest of their clients. The firm has a clean record with no disciplinary actions, ensuring clients can trust in their integrity and professionalism.