Drexel Global Consulting
Wealth Management
Unlocking your financial potential starts by partnering with Drexel Financial Services. With our unwavering commitment to your success, we offer more than just financial services – we offer a pathway to your aspirations. Our team of seasoned experts provides tailored solutions designed to maximize your wealth and secure your financial future. At Drexel Financial Services, we prioritize transparency, integrity, and trust, ensuring that every decision is made with your best interests at heart. Experience the difference of personalized attention and strategic guidance that sets us apart. Trust in us to navigate the complexities of finance while you focus on what truly matters – achieving your dreams.
| Time Period: January 28, 2020, to February 29, 2024. |
|
|---|---|
| Initial Value: 2.48M | Ending Value: 4.08M |
| Change In Value: 1.6M | Deposit: 517,669.18 |
| Withdrawals: -539,094.85 | Net: -21,425.67 |
| All Results >> | |
| Time Period: March 5, 2023, to March 5, 2024. |
|
|---|---|
| Initial Value: 2.48M | Ending Value: 4.08M |
| Change In Value: 1.6M | Deposit: 517,669.18 |
| Withdrawals: -539,094.85 | Net: -21,425.67 |
| All Results >> | |
| Time Period: March 1, 2022, to March 4, 2024. |
|
|---|---|
| Initial Value: 2.48M | Ending Value: 4.08M |
| Change In Value: 1.6M | Deposit: 517,669.18 |
| Withdrawals: -539,094.85 | Net: -21,425.67 |
| All Results >> | |
Take Control of Your Wealth Strategy
The Owner / Managing Director
Izzy Shefer
Izhar Shefer is the managing director of drexel global cosulting , bringing with him 30 years of experience in wealth management. With a strong background in consulting, Izhar is dedicated to helping clients make savvy investment decisions. Our services include managing portfolios tailored to clients’ objectives and risk tolerance. Izhar possesses expert knowledge in how institutions manage their own money, and he is committed to bringing this valuable insight to our clients. Trust us to provide comprehensive wealth management solutions backed by years of experience and a deep understanding of the industry.” Please feel free to make any adjustments or additions to the response as per your requirements
Why Choose Us?
Welcome to Drexel Global Consulting, your trusted partner for comprehensive wealth management solutions. Led by Managing Director Izhar “Izzy” Shefer, Izzy brings 30 years of experience from working with Smith Barney, Prudential Securities, and Merrill Lynch and is skilled in crafting personalized investment strategies tailored to your goals and risk tolerance. With a keen understanding of institutional money management practices, Izzy offers competitive pricing without compromising on quality. Whether you’re seeking expert guidance in wealth management, trust and estate planning, international accounts, or retirement solutions, Izzy is committed to delivering professional and reliable financial services to help you achieve your goals. Choose Drexel Global Consulting for expertise, affordability, and peace of mind on your journey to financial success.
Our Values
Expertise
Our team of seasoned professionals brings over three decades of collective experience in wealth management, ensuring that you receive informed and insightful guidance tailored to your specific needs and goals.
Personalization
We believe in the power of personalized financial strategies. By understanding your unique circumstances and goals, we craft tailored solutions that align perfectly with your objectives and risk tolerance.
Affordability
At Drexel Global Consulting, we pride ourselves on offering competitive pricing without compromising on the quality of our services. We strive to make expert financial guidance accessible to all, ensuring that you receive exceptional value for your investment.
Trustworthiness
rust is the foundation of our relationship with clients. With a commitment to transparency, integrity, and professionalism, we strive to earn and maintain your trust every step of the way.
Results-Driven
We are dedicated to delivering tangible results that help you achieve your financial goals. Through diligent planning, strategic investment, and proactive management, we aim to maximize your wealth and secure your financial future.
Peace of Mind
Partnering with Drexel Global Consulting means enjoying peace of mind knowing that your financial affairs are in capable hands. With our expertise and dedication, you can confidently navigate the complexities of the financial landscape and focus on what matters most to you.
