BIO Brian N. Drake
Brian N. Drake founded Drake, Saunders & Diwinsky (a Massachusetts Corporation) to be a full-service financial advisory firm dedicated to cutting edge strategies and practical core values in an effort to provide valued clientele with sound financial strategies for retirement.
As an independent financial advisory firm, we take our role as your fiduciary very seriously. One size does not fit all, and we seek to fully understand your individual needs and goals and then custom tailor a plan to meet them. Retirement is a journey, and we partner with our valued clients both throughout their financial future and that of their loved ones. With a unique focus on capital preservation, we utilize the best suited tools in the industry to help achieve your financial goals. Combining income planning institutional wealth management and estate planning strategies, we are dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of your life.
Brian maintains the Independent Advisors License and has achieved the designation of Registered Financial Consultant and has been trained by Ed Slott, a nationally recognized expert on IRA distributions. Mr. Drake previously served on the Board of Hope Health from 2008 – 2016 Which provides Hospice, Dementia and Alzheimer’s Services to those in need on Cape Cod and Southeast Massachusetts. When not helping clients increase their confidence about their financial futures Brian enjoys golf, charity work and lives on Cape Cod. He is married and has three grown children and five grandchildren. Brian is a Vietnam Veteran and Served as a Special Agent for the Office of Special Investigations, USAF where he earned a Bronze Star and an Air Force Commendation Medal. Brian has served on many local town boards on Cape Cod.