The Drake Group difference
At the Drake Group, we understand it is our privilege to help convert your life savings into consistent monthly income. We also know that your challenges are unique, and in order to develop a successful wealth management plan, we first have to discover and explore your full story. By listening to you and learning more about what you want to achieve, our team of investment professionals can help you create a disciplined, customized wealth management plan that includes helping create a steady stream of income for retirement, and focuses on balancing your financial goals with your risk tolerance.
With over a 100 years of combined investment experience, the Drake Group is led by Managing Director – Financial Advisor Steve Drake. Our typical clients have recently, or are looking to make a life change, such as selling a business, changing jobs or retiring. That’s why our advice goes beyond investing, and you benefit from having a team with the experience and knowledge to fully understand your financial situation and help give you the confidence to pursue all of life’s goals.