PRESERVE PRIVATE WEALTH, LLC

Overview

Preserve Private Wealth, LLC is an independent registered investment adviser that serves individual and family clients. The firm acts as a capital allocator, blending portfolio management and financial planning with selection of outside advisers. Its stated fee model combines a percentage of assets under management with fixed fees, reflecting a hybrid approach to client billing. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary portfolio sleeve. At the same time Preserve Private Wealth sources third‑party alternative managers across private equity, venture capital, hedge funds, private placements and real estate, indicating a willingness to use illiquid, non‑correlated strategies alongside public markets. The firm also uses annuities and mutual funds as part of its investment toolkit. Preserve Private Wealth focuses on individualized portfolio management for individuals and small businesses and offers financial planning services. It positions itself to combine liquid equity exposures with targeted allocations to external alternative managers when appropriate for client goals and risk profiles.

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Location & Offices