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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.

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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.

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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.

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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.

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Ready for Retirement?

Ready for Retirement?

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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Changing Unhealthy Behaviors

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You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

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Ready for Retirement?

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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