Drozduk Filion Wealth Management 

Guiding you through life’s milestones 

Life is punctuated with milestones — sending the kids off to college, moving through retirement, building a business, and reaping the sweat and energy you put into all of life’s pursuits. Wealth planning is about connecting those milestones.  

At Drozduk Filion Wealth Management, we understand this. And that's why we take the time to understand you. We’re a family practice, and we put those values at the heart of every decision. We want you to feel confident that your wealth will support the life you want to live. 

Drawing from nearly two decades of combined experience, husband and wife team Marshall Drozduk and Kelsey Filion Drozduk take a collaborative approach, building a comprehensive picture of your wealth — every element that touches you and your family’s life. We help you think long-term. Through a combination of investments, insurance, estate planning, debt, tax, retirement and cash management strategies we put a plan in place that will get you to your goals. And we do so with the entirety of Richardson Wealth’s in-house tax and estate planning professionals behind us.

At Drozduk Filion Wealth Management, we strive to build a long-lasting connection, one that will guide you and your family through all of life’s milestones. 
 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 January 2022
What is wrong with gold?
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10 January 2022
How does a bull run end?
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January 2022
2021 Recap and 2022 Market Outlook
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