We are passionate about client relationships and our goals are focused on enhancing and preserving your financial well-being.

Our Mission & Vision

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 offer:

  • Customized solutions designed to fit your needs
  • Timely information delivered to you
  • Explanations of economic conditions
  • Thorough analysis to drive your planning
  • Investment strategies to help manage risk
  • Risk tolerance assessment using Riskalyze© 

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:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific goals.
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future.
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in an effort to your plan on track. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.

*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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