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

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Countdown to College

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

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Test Your Estate Strategy Knowledge

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

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

View all articles arrow

What Is My Current Cash Flow?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

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.

View all presentations arrow

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

When Markets React

When markets shift, experienced investors stick to their strategy.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow