Drew works closely with individuals, families and businesses to help them develop and achieve financial security. His comprehensive approach helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and achieving a level of economic confidence so that each client may seize upon opportunities as they arise. It is Drew’s personal goal to help every client gain control over their financial futures so that his clients fully understand the options available to them through a custom-tailored program. As a result, he enjoys the most fulfilling part of his career: building long-term relationships with like-minded individuals with a strong vision for their future.
Drew works with a team of specialists to meet the full range of needs of his clients. His primary focus is asset protection and wealth accumulation strategies. Over the course of a series of engaging conversations with his clients, possible outcomes of Drew’s process may include:
- Financial organization
- Wealth building
- Creating cash recovery strategies
- Maximizing retirement income
- Educating funding
- Mitigate unnecessary financial obstacles
- Asset and income protection
- Risk managment
- Minimizing income and estate taxes
- Estate and charitable planning
Drew is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables him to stress-test his clients’ current financial approach. This helps create a more comfortable and holistic approach to the business that is rarely seen in today’s fast-paced marketplace.
Drew earned his Bachelor of Arts in Economics from Trinity College and is an alumnus of Tabor Academy and Dedham Country Day School. In his free time, he enjoys spending time with family and friends in Boston or on the Cape boating, traveling and golfing.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian