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 over three decades of combined experience, our team takes 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. 

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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Quarterly market update

 

Quarterly market update with Marshall Drozduk, Rory Hyland and Craig Basinger

Each quarter, Marshall Drozduk meets with Craig Basinger, Chief Market Strategist from Purpose Investments to discuss what happened in the markets for the previous quarter. 

See the latest update here

For past updates, visit our Keeping You Informed page.

Launchpad

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Tax & Estate Planning
Strategies 

 

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

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

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