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Providing innovative strategies for your foundation's
future funding needs, because that’s our passion,
and we are good at what we do.

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We can show you strategies that may be able
to decrease costs for providing employee
and executive benefits, safeguard income
from taxation and maintain control over
assets under adverse legal situations.

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We work with you and your strategic
advisors to address and mitigate
unnecessary risk related to
your accumulated wealth.

Wealth Preservers, LLC is an advanced financial strategies consulting firm focused on the unique needs of businesses (for-profit and not-for-profit) and high net worth families.

Whether you represent a for-profit business looking for ways to increase benefits or reduce costs; a not-for-profit needing strategies to enhance your foundation’s capabilities, or fund a long-term capital project; or a high net worth family looking for unique ways to preserve the family’s intergenerational wealth, we have the expertise.

not-for-profit financial strategies

Not-For-Profit Strategies

You are in the business of helping others because it’s your passion, and you’re good at what you do. We at Wealth Preservers provide innovative strategies for your foundation’s future funding needs, because that’s our passion, and we are good at what we do.

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For-Profit Strategies

Being in business today is as challenging as ever and as a business owner or top level executive, all the hard decisions are yours to make. Allow us to do some of the heavy lifting when it comes to big financial decisions that affect you, your employees, customers, and the company’s bottom line.

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high net worth families

High Net Worth Families

Success has its rewards but also its risks. One of the biggest challenges you’ll face is keeping and passing on your wealth to your family. We work with you and your strategic advisors to address and mitigate unnecessary risk related to your accumulated wealth.

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Our name says it all.

Wealth Preservers, LLC is a unique company in the financial services realm, designed first and foremost as a strategy consulting firm.

We are proud to be a preferred partner with some of the top tax, legal, risk management, and actuarial firms in the U.S., and to receive referrals from some of the biggest and most respected names in these fields.

A comprehensive wealth preservation strategy requires sound asset protection and transferability.

Whether you represent a for-profit business looking for ways to increase benefits or reduce costs; a not-for-profit in need of a plan to enhance your foundation’s capabilities or fund a long-term capital project; or a high net worth family looking for unique ways to preserve your family’s inter-generational wealth, we have the expertise.

We are 100% employee owned!. We also may refer  business to Clear Financial Strategies, LLC if that is a better solution for you, without any compensation between the firms.

Our Mission

Wealth Preservers, LLC exists to help wealthy families and their businesses maintain maximum control of the assets they have accumulated.

We strive for exemplary relationships with our partners, including not-for-profit organizations, law firms, accounting and actuarial firms as well as our fellow man and woman in need.