PRESERVATION WEALTH MANAGEMENT

Overview

Preservation Wealth Management is an independent registered investment adviser operating as a corporation under individual ownership. The firm serves individual and family clients, offering fee-based financial planning and portfolio management for individuals and small businesses, and it also provides selection-of-other-advisers services. Insurance brokerage is part of its business activities, and the firm bills clients primarily as a percentage of assets under management with some additional fee arrangements. Investment activity is centered on liquid public equities, with a clear preference for exchange-traded instruments. The firm functions as a capital allocator when necessary, placing client capital with third-party managers for specific strategies—most notably in real estate alternatives. Preservation Wealth Management does not present itself as an active ESG investor, and it appears focused on a concentrated, boutique client base rather than multi-state or institutional pensions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices