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.
We are very proud that Blake Rusk and Wes Pruitt were named Forbes Top Next Gen Wealth Advisors in 2022, 2023, and 2024. It’s an honor to have teammates that are nationally recognized as some of the best in the industry because it means we are serving our clients well. Congratulations, Blake and Wes!
The Drake Group was also named a Forbes Best-In-State Wealth Management Team in 2024 and 2025
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Over $37 billion in scam losses have been reported to the FBI during the past five years. Learn more to protect yourself from cybercrime. https://docs.rbcwealthmanagement.com/us/0442-crypto-investment-scams.pdf
Have you been procrastinating on your retirement savings? It's not too late! Taking steps now may help secure your financial future.
You could be leaving money on the table or face stiff penalties if you don't know these RMD rule changes.
October 25, 2018
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Over $37 billion in scam losses have been reported to the FBI during the past five years. Learn more to protect yourself from cybercrime. https://docs.rbcwealthmanagement.com/us/0442-crypto-investment-scams.pdf
Dragging Your Feet on Saving for Retirement? Here's How to Jump In
Have you been procrastinating on your retirement savings? It's not too late! Taking steps now may help secure your financial future.
Read More3 Required Minimum Distribution (RMD) Rule Changes Everyone Must Know In 2025 | The Motley Fool
You could be leaving money on the table or face stiff penalties if you don't know these RMD rule changes.
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