Grow, Preserve & Generate Income

Wealth Management in Jacksonville

Take Charge of Your Finances 

When it comes to your finances, are you interested in: 


  • Growing your assets?
  • Preserving your resources?
  • Generating income to last a lifetime?


At D.S. Drelich & Associates, we may be able to help you grow, preserve and generate income to sustain your financial and retirement life goals. We specialize in investments, financial planning, retirement income, insurance and legacy strategies for individuals, families, near-retirees and retirees. We have offices in Florida and Oklahoma yet serve clients across the country. 

Schedule your complimentary consultation today!

Take Action to Meet Your Goals

Are you wondering…

Have I saved enough to retire and stay retired?

Are my current investments suited for my situation?

Do I have adequate insurance protection in place?

What kind of financial legacy should I be leaving for loved ones?

Put these questions to rest by getting the insight you need to make informed decisions and set yourself up for future success. We are here to help guide you through the process of going from uncertainty to identifying goals and creating a plan.

Capitalize on Our Experience

D.S. Drelich & Associates offers all-encompassing financial services for our clients. After three decades serving people just like you, our reputation was built on exceptional customer service and satisfaction. When our clients feel confident in their financial stability, we know we have done our job well.

Your Goals Deserve Our Services

We specialize in five main services areas designed for financial growth, preservation and sustainability.

Investment Management

Financial Planning

Retirement Income Planning

Insurance Strategies

Legacy Planning

All Services

Take the First Step with Us

Getting started is simple. Schedule your complimentary consultation so we can get to know you. If we are a good fit for your needs, we will work through the steps of identifying and putting a plan in place to meet your goals.

Schedule

Let’s get to know each other at a complimentary consultation.

Strategize

We will discuss recommended strategies based on your goals.

Implement

Together, we will take action to meet your goals.

Review

We will have yearly reviews and adjust your plan as needed.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.