Preservation Wealth Management

Overview

Preservation Wealth Management is an independent, privately owned advisory corporation registered in Pennsylvania that serves individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services, and it also performs selection-of-other-advisers work, indicating it outsources or allocates to external managers when appropriate. Its compensation mix includes a percentage-of-AUM fee and other fee arrangements. The firm identifies as a capital allocator and is structured to manage discretionary portfolios for a small client base. It does not position itself as an ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices