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Helping You Sustain Your Legacy

D.S. Drelich & Associates is an independent firm that specializes in estate and financial management with a focus on the preservation of wealth, retirement income and the minimization of taxes.

Welcome to D.S. Drelich & Associates

Our Company specializes in longevity. D.S. Drelich & Associates clients have achieved their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

Contact us today for a free consultation.

Financial Guidance

Although there are many common elements to retirement and estate planning, each client is unique and must be treated as such. Our special interview process enables us to work with you to help identify your personal goals and objectives in a clear and concise way.

Protecting your Legacy

After lifetime objectives and desires are identified, we begin our educational process to help ensure you thoroughly understand the myriad of investment options available to you. At this meeting we further develop your risk tolerance profile and begin to create an appropriate allocation model encompassing your entire financial picture. In addition, various protection strategies are reviewed to guard against both probable and potential catastrophic event.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let D.S. Drelich & Associates surround you and your family with our leading insurance policies.

Our Areas of Expertise

College Planning

Rising education costs require a forward-thinking plan. D.S. Drelich & Associates can help you prepare for one of life’s biggest investments.

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Tax and Accounting Help

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but D.S. Drelich & Associates will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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