Drumond Wealth Management is a fiduciary boutique firm serving high-net-worth families, individuals, and businesses in the United States and abroad. The firm provides tailored wealth management and financial planning, with an intimate, family-office approach focused on lasting client partnerships and financial independence. Led by Samuelson Drumond, CFP®, AAMS®, CRPC®, the firm draws on his more than three decades in financial services and international experience. He communicates with clients in English, Portuguese, and Spanish.

Services include investment management and financial planning designed around each client’s circumstances and goals, as well as personal service from a team that aims to understand clients’ needs. The firm can help clients explore stocks, bonds, ETFs, mutual funds, retirement plans and accounts, 529 college plans, tax harvesting, annuities, and life insurance. Planning topics also include workplace benefits such as stock options and RSUs, financial considerations when moving abroad, and inheritance planning, wills, and trusts. Drumond Wealth Management invites prospective clients to schedule a conversation to discuss their goals and determine whether the firm is a good fit. For clients outside the United States, coverage depends on the international jurisdiction.