Broker Check
 
Even the Best Our Goal Our Approach

Wealth Preservation Specialists, LLC

Our Mission: Preserving a Lifetime Of Assets for Generations To Come 

At Wealth Preservation Specialists, LLC, our team is certified and has decades of experience in the financial services industry. We specialize in working with high net worth clients who seek to preserve their hard-earned wealth and leave a legacy for generations to come.

Affluent executives and business owners face a myriad of unique challenges. With endless daily demands, you may struggle to find the time to efficiently manage your personal wealth and business strategies. Too often, the opinions and advice from the media and other advisors are not intended for the distinctive needs of high net worth individuals.

Rather than conventional strategies, your complex financial needs require a customized plan crafted by an advisor working closely with you. We provide the personal service that you expect and work with other professionals to coordinate your finances.

Let's Talk

Taking the Next Step

You’ve worked hard to build your wealth, so what’s next? We understand the complexities of wealth management and work with you to preserve your financial legacy.

Learn More

Our Specialization

By narrowing our client base, we can focus on the financial facets that affect our clients directly. We keep our practice lean in order to provide a high quality of personal service.

Learn More

A Holistic Approach

When working with clients, we take into account all the degrees of their wealth. Our approach is designed to help you invest conservatively and create a plan to successfully transfer your wealth to your heirs.

Learn More

Helpful Content

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

View all videos arrow