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
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Five strategies for managing your student debt.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are ways to improve your physical fitness without denting your fiscal fitness.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
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.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?