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.
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.
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.