Wealth Enhancement & Preservation is an independent fee-based wealth management firm specializing in retirement income planning, asset accumulation and preservation. We partner with you to implement personal wealth management strategies that seek to allow you to maintain your lifestyle with the goal of growing your assets. We also collaborate with your tax and legal professionals*.
We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail. Our goal is to be trusted by our clients for our professional knowledge, undisputed integrity, and personalized service.
Our goal is to help you plan for financial security. Whether your goals involve planning for a comfortable retirement, protecting your estate, or reviewing a long term care option.
We can help you develop a roadmap that seeks to reach your goals and make wise decisions to work toward improving your financial situation. The process we follow in completing a total financial strategy consists of:
*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.