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Working with us

As in most industries, there are professionals who specialize in working with clientele facing a certain circumstance or seeking a specific outcome.

At Edward A. Drake, CERTIFIED FINANCIAL PLANNER®, we have an in-depth understanding of serving the needs of high net-worth individuals and organizations.

Partnering with us means you will have someone working on your behalf who is:

  • An early adopter of products and solutions best suited for substantial wealth
  • Continually trained on topics of specific interest, including charitable giving and business succession planning
  • Able to escalate support for services and products
  • A participant of exclusive events focusing on Private Wealth matters 

We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.

Your Wealth, Managed to a Higher Standard

Edward A. Drake, CERTIFIED FINANCIAL PLANNER® was created to serve investors like you. We/I have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

In-Depth Discovery Session.

You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.

Research. And Research

We review various portfolio constructions before presenting a plan that aims to accomplish your goals.

Implement

Once you give us permission, we’ll initiate our agreed upon plan.

Refine

Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.

couple on beach

Next-Level Guidance for Next-Level Wealth

Everything you’ve worked hard to earn should be managed with the same level of focus and effort—nothing less. 

Edward A. Drake, CERTIFIED FINANCIAL PLANNER® has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.

Edward Drake

3059 Townsgate Rd
4th Floor
Westlake Village, CA 91361
Local Phone: (818) 600-6084
Edward.A.Drake@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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