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.
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
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
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How to help determine life insurance needs to provide for your family after you pass away.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
An increasing number have been developed to help individuals with their personal finances.
The federal government requires deceased individuals to file a final income tax return.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.