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.
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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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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Use this calculator to estimate your capital gains tax.
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Enter various payment options and determine how long it may take to pay off a credit card.
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This calculator shows how inflation over the years has impacted purchasing power.
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Use this calculator to better see the potential impact of compound interest on an asset.
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There are some smart strategies that may help you pursue your investment objectives
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Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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When Special Care Is Needed: The Special Needs Trust
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All about how missing the best market days (or the worst!) might affect your portfolio.
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Learn about the importance of having an estate strategy in this helpful and informative video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.