Drexel Global Consulting Wealth Management
Unlocking your financial potential starts by partnering with
Drexel!
Unlocking your financial potential starts by partnering with Drexel Financial Services. With our unwavering commitment to your success, we offer more than just financial services – we offer a pathway to your aspirations. Our team of seasoned experts provides tailored solutions designed to maximize your wealth and secure your financial future. At Drexel Financial Services, we prioritize transparency, integrity, and trust, ensuring that every decision is made with your best interests at heart. Experience the difference of personalized attention and strategic guidance that sets us apart. Trust in us to navigate the complexities of finance while you focus on what truly matters – achieving your dreams.
Our Services
The Managing Director
Corporate Cash Management
Money Wealth Management
Trust and Estate Planning
Trust Accounts
International Accounts
Offshore Corporate Accounts
International Trust Accounts
Regular Accounts
Pension Accounts
Financial Planning
Why Choose Us
Corporate Cash Management
Unlock the power of seamless cash flow management with our unparalleled expertise tailored for mid-size and large corporations. Harnessing years of experience, we excel in optimizing cash management accounts to propel your business towards financial success.
Money Wealth Management
Our team specializes in comprehensive wealth management services, providing personalized strategies to grow and preserve your wealth effectively. We work closely with our clients to create tailored investment plans that align with their financial goals and risk tolerance.
Trust and Estate Planning
At our practice, we understand the importance of preserving and passing on your legacy to future generations. Our experienced professionals offer expert guidance in trust and estate planning, ensuring that your assets are managed and distributed according to your wishes.
Trust Accounts
We offer specialized trust accounts designed to protect and manage your assets for the benefit of designated beneficiaries. Our team ensures the proper administration of trusts, providing peace of mind and long-term financial security.
International Accounts
For clients that lives outside of the USA, (example: Mexico, Colombia, Brazil, Isreal, & more)... we provide comprehensive international accounts.
Offshore Corporate Accounts
Our practice offers osshore corporate accounts for clients seeking confidentiality & privacy. Rules and regulations apply.
International Trust Accounts
Trust accounts provide directors of corporations and beneficiaries with robust asset protection and security measures, shielding assets from potential risks and ensuring their safekeeping. This comprehensive service includes efficient distribution of trust assets, offering peace of mind and stability while preserving financial integrity.
Regular Accounts
In addition to specialized services in domestic accounts, we also offer the following accounts: 1. joint accounts, 2. corporate accounts, 3. pension plan accounts, and 4. trust accounts.
Pension Accounts
Planning for retirement is essential, and our practice provides pension accounts that help you build a secure financial future. We assist in optimizing retirement contributions and investments to ensure a comfortable post-retirement life.
Financial Planning
Our comprehensive financial planning services encompass all aspects of your financial life. We collaborate with you to create a holistic financial plan, addressing short-term needs and long-term goals, to achieve financial success and peace of mind. In summary, our practice offers a wide range of services, including money wealth management, trust and estate planning, various types of accounts to cater to different needs (trust, international, offshore corporate, regular, and pension accounts), and comprehensive financial planning solutions. We are committed to delivering personalized, professional, and reliable financial guidance to help you achieve your financial aspirations.
Why Choose Us?
Welcome to Drexel Global Consulting, your trusted partner for comprehensive wealth management solutions. Led by Managing Director Izhar "Izzy" Shefer, Izzy brings 30 years of experience from working with Smith Barney, Prudential Securities, and Merrill Lynch and is skilled in crafting personalized investment strategies tailored to your goals and risk tolerance. With a keen understanding of institutional money management practices, Izzy offers competitive pricing without compromising on quality. Whether you're seeking expert guidance in wealth management, trust and estate planning, international accounts, or retirement solutions, Izzy is committed to delivering professional and reliable financial services to help you achieve your goals. Choose Drexel Global Consulting for expertise, affordability, and peace of mind on your journey to financial success.
