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

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles arrow

What Is My Current Cash Flow?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Power of Tax-Deferred Growth

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow