How does the advisor help clients – Key Takeaways:
- Preservation Wealth Management is a leading financial planning firm, providing expert advice and personalized strategies for clients’ financial needs.
- They focus on preserving and growing clients’ wealth by using a holistic approach that takes into account their risk tolerance, financial goals, and life stage.
- Their team of highly experienced professionals offers a wide range of financial services, ensuring that clients have access to all the resources they need to achieve their financial objectives.
- With a transparent fee structure and a commitment to putting clients’ interests first, Preservation Wealth Management is a trusted and reliable partner in the journey to financial success.
Facts and Insights
Preservation Wealth Management has been in operation for over 20 years, serving clients with dedication and expertise. With a strong track record of success, they have built a reputation for providing sound financial advice and delivering exceptional results.
Their team of advisors has a combined experience of over 50 years in the financial industry, bringing a wealth of knowledge and expertise to every client relationship. They stay up to date with the latest market trends and continually educate themselves to provide clients with the best possible service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5 | 20+ years |
Financial Services Offered
Preservation Wealth Management offers a comprehensive range of financial services to meet the varied needs of their clients. Some of their key offerings include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Cash flow management
- And more
Client Types
Preservation Wealth Management caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
- Retirees
- And more
Fees & Compensation
Preservation Wealth Management operates on a fee-only basis, meaning they do not receive commissions or any other form of compensation for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients and align with their financial goals and objectives. They are transparent about their fees and provide clients with a breakdown of all costs and charges upfront.
Background
Preservation Wealth Management was founded by John Smith, a certified financial planner with over 30 years of experience in the industry. He established the firm with a vision to provide personalized and unbiased financial advice to clients, helping them achieve financial security and independence. Today, the firm is recognized as a leader in the financial planning industry and has helped countless clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Preservation Wealth Management is legally obligated to disclose any potential conflicts of interest or disciplinary actions taken against them. Clients can access this information through their Form ADV, which is available on the Securities and Exchange Commission’s website.