- Asset Management/Advisory Services
Fee based discretionary asset management personalized to each client's situation. Asset allocation models built with
mutual funds, ETFs (Exchanged Traded Funds), Real Estate Investment Trusts (REITs) and individual securities.
Continuous monitoring and management of the portfolios with an added focus on after-tax returns in taxable accounts.
End-to-end advice and comprehensive financial planning strategies including but not exclusive to:
9500 Brooktree Rd. Suite 302
Wexford PA 15090
Phone: (724) 799-8759
Fax: (724) 799-8746
pat@drazga-wealthadvisors.com
Drazga Wealth Advisors, LLC
- Retirement planning
- Asset allocation
- Portfolio reviews
- College savings
- Income planning
- Estate, trust, and inheritance planning
- Insurance planning & analysis (Life, Health, & Long-Term Care)
- Elder care planning
- Philanthropy/Charitable Giving Strategies
- Business succession