Druckman CPAs and Financial Advisors is an independently owned firm affiliated with WealthPlan Group. Advisory services are offered through Druckman CPAs and Financial Advisors, a DBA of WealthPLAN Partners.
Two practices, merged on purpose
Steve Druckman started in financial services in 2005 and went independent in 2012. In 2019 he merged his advisory practice into his father Gerson’s accounting firm — not as a bolt-on referral arrangement, but as one business.
The result is a planning process that runs investments, cash flow, taxes, estate and insurance through the same set of hands, and produces a plan that has been rigorously stress-tested against the client’s actual goals and worries.
Wealth management here is about more than returns and lower taxes. It is about clarity and confidence — knowing your goals and your finances are pointed the same direction.
Coordinated, not compartmentalized
A single engagement covering the planning, the portfolio and the tax return — delivered in a coordinated way that adds value to you, your family and your business.
Financial Planning
A thorough process covering investments, cash flow, taxes, estate and insurance, ending in a plan stress-tested against your goals and concerns.
Investment Management
Portfolios built and monitored alongside the tax picture, not in isolation from it.
Tax Planning & Preparation
Business and personal returns prepared in-house by CPAs who also know what is in your portfolio.
Pension Plans
Retirement plan design and administration for business owners and their employees.
Compiled & Reviewed Statements
Independent CPA compiled and reviewed financial statements and reports, prepared to the standard the reader requires.
Insurance & Risk
Deep experience in life, disability and long-term care coverage, plus the inner workings of variable annuities and contracts.
Business planning and back office
Bookkeeping, payroll management and year-end reviews of company performance, so the coming year is planned rather than reacted to.
Financials for lenders and contractor boards
A specialty of the firm: independent CPA compiled and reviewed statements drafted to the standard the reviewing body expects.
The Las Vegas team
A small team, which is the point — the person who prepares your return is in the same conversation as the person managing your portfolio.
An independent firm, with institutional backing
Druckman CPAs and Financial Advisors LLC is an independent firm, locally owned and operated in Las Vegas. Advisory services are offered through Druckman CPAs and Financial Advisors, a DBA of WealthPLAN Partners, and securities through Osaic Wealth, Inc., member FINRA/SIPC.
Druckman CPAs and Financial Advisors, WealthPLAN Partners and Osaic Wealth, Inc. are separate entities. Working with an affiliate means your relationship stays local — same office, same people, same phone number — while the resources of a national organization stand behind it.
WealthPlan Group and WealthPLAN Partners are not tax firms and do not provide tax, accounting or attest services. All tax and accounting work described here is performed solely by Druckman CPAs and Financial Advisors LLC.
Visit the Las Vegas office
Las Vegas, NV 89120
WealthPlan Group Las Vegas
3686 East Sunset Road, Suite 100 Las Vegas, NV 89120