What We Do
We offer an array of complementary wealth management services. No matter where you are in your financial journey, we can help you define and execute a strategy precisely constructed for your specific aspirations.
Our clients receive exceptional, bespoke wealth management that is truly tailored to their needs and desires. We provide the stewardship they need to ensure their financial journey is accessible, easy to understand, incredibly secure, and managed by trusted advisors who are always available.
Financial Planning
Our financial planning process starts with you. We discuss your current financial situation versus where you would like to be. We review your full financial picture and advise you on the best options available to ensure you meet your short term, intermediate, and long-term financial goals. Together, we decide on a path and construct a strategy designed to reach or even exceed your goals. We are a trusted, certified fiduciary, and our services span college planning, 401k, retirement, insurance, and special needs planning. Of course, this alone does not make us unique - but our service, strategies, and implementation do. Let us show you.
Investment / Portfolio Management
Preston Wealth Advisors offers a differentiated approach to portfolio management. We apply a broad universe of specific securities that are carefully tailored to an individual client’s portfolio investment objectives. We also incorporate multiple asset allocation methods and investment disciplines. Taken together, this means that when we identify strong market rallies, our firm is uniquely positioned to take advantage of the positive and robust thematic, sector, and industry trends behind them. Conversely, we work to preserve our clients’ capital when we see declines. We use proven, rigorous analysis and risk management practices derived from modern portfolio theory. Private and institutional investors alike value our ability to nimbly adjust to dynamic and ever-changing market environments. Let’s work together.
Insurance Planning
Unanticipated life events or unfortunate circumstances do not have to trigger financial interruptions. Our team provides insurance planning advice with respect to Life Insurance, Disability Insurance, Long-Term Care Insurance, and Fixed Annuities. Insurance, and more specifically life insurance, can be the cornerstone of a solid financial plan. Our experts can guide you through the many options that exist today and help you choose the type of policy that is right for you and your family. We know that discussing the scenarios in which life insurance would come into play can be difficult and emotional conversations. We can facilitate those discussions and help you rest easier knowing you have a plan in place. Get started.
Corporate Planning
Third-Party Money Management: Preston Wealth Advisors offers a spectrum of proprietary investment portfolios on multiple custodial platforms, focusing on principal protection and client asset growth. As a third-party money manager, we provide the necessary investment resources to help you manage your client relationships and your book of business. We provide solutions for core portfolios in addition to strategy overlays that complement your existing investment approach. Whether you designate a third party for the majority of your book of business or even for a segment of your in-house strategies, partnering with the seasoned team at Preston Wealth Advisors will provide you with the resources you need to offer options and solutions to your clients.
Corporate Retirement Solutions: We offer investment advisory services for 401(k) plans in both discretionary and non-discretionary capacities. We are proud to be a fiduciary, acting in the best interest of our clients, for each of the 401(k) plans we work with. We help design your plan to maximize savings, while building an investment platform that you can be proud to offer your employees. Once the plan is implemented, we will continually educate your employees while providing ongoing support and guidance on all levels. If you are a business owner and looking to start a 401(k) for your company, want to compare your current plan, or just want an outside opinion, please get in touch.
