https://www.prestonwealthadvisors.com/home-2 daily 0.75 2021-03-16 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1613167736151-1OQGMK8F1WPULHHM35RR/BrokerCheck+logo.png Home2 https://www.prestonwealthadvisors.com/who-we-are daily 0.75 2025-04-09 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599470713-ERPMVSUC2AIPX7ZWETQX/hero+divider.png Who We Are https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599538254-ILCLZ0QG0HGAF0F7U5RN/down+arrow.png https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/bbcceb46-321b-465d-8cf8-7589f059ea27/TJ+Headshot.jpg https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/c19fbc0e-c677-47ef-b310-a3ce3711354f/Greg+Headshot.jpg https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/e77bb69d-27fd-45ac-928d-9ba2123edcf2/20240313-RAZ_4185-Edit-2.jpg https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/6d6b619a-f291-40dc-a4d2-b30110e92a52/Nasir+Headshot.jpg https://www.prestonwealthadvisors.com/terms daily 0.75 2021-05-10 https://www.prestonwealthadvisors.com/contact daily 0.75 2021-06-18 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1613167736151-1OQGMK8F1WPULHHM35RR/BrokerCheck+logo.png Contact https://www.prestonwealthadvisors.com/what-we-do daily 0.75 2023-05-09 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599470713-ERPMVSUC2AIPX7ZWETQX/hero+divider.png What We Do https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599538254-ILCLZ0QG0HGAF0F7U5RN/down+arrow.png What We Do https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620609324498-E6AFMY10IPFEEFAIEWOE/GettyImages-815165952.jpeg What We Do - 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. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620609553164-956UFMWW7RI2F4E0LP1Y/GettyImages-1069541922.jpeg What We Do - 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. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620610203549-7I2YOTGK0CGHUX3RF058/GettyImages-1028050694.jpeg What We Do - 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. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620610281391-VXPJN9WLQJIRP2LALOO8/GettyImages-643087328.jpg What We Do - 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. https://www.prestonwealthadvisors.com/privacy-policy daily 0.75 2021-05-10 https://www.prestonwealthadvisors.com/who-we-serve daily 0.75 2023-05-09 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599470713-ERPMVSUC2AIPX7ZWETQX/hero+divider.png Who We Serve https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599538254-ILCLZ0QG0HGAF0F7U5RN/down+arrow.png Who We Serve https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620611571299-MRT521HS1CRSVIN4OTIL/GettyImages-1183252091.jpeg Who We Serve - High-Net-Worth Individuals Our portfolio of clients with high-net-worth has given us a unique understanding of their needs and how we can be there to help. We work to not only maximize our clients’ investment returns, but to manage the ancillary considerations that come with their assets and aspirations. We become trusted advisors on their finances as well as a host of concierge services that enable them to focus on what they do best while we handle the day-to-day needs that inevitably arise. We built our business on relationships, and we serve our clients like they’re family. See how. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620611792935-GR7Z03XD9J6EF20J5T2D/GettyImages-516488009.jpeg Who We Serve - Professional Athletes As a professional athlete, you understand the importance of dedication, discipline, and teamwork. That’s what we bring to our Professional Athlete Services offering. We provide investment and financial management services working with clients to manage their current financial situations and helping to secure their financial future, after their sports careers have ended. Our current client roster includes professional athletes from both the NHL and MLB. We help our professional athlete clients enjoy their earnings responsibly while protecting their net worth for the long term. Let us help you too. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620612057518-KA0S4SIIIXP7NA804TB1/GettyImages-811268074.jpeg Who We Serve - Businesses & Entrepreneurs From third-party money management to retirement solutions, Preston Wealth Advisors proudly serves both small and large businesses, and even entrepreneurs who are just getting started. We enjoy helping these organizations chart their vision for success and then helping them achieve it. We use data-driven strategies and a sincere understanding of your goals to help our business clients thrive. Learn more today. https://www.prestonwealthadvisors.com/home daily 1.0 2023-10-27 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599470713-ERPMVSUC2AIPX7ZWETQX/hero+divider.png Home https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599538254-ILCLZ0QG0HGAF0F7U5RN/down+arrow.png Home https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599869549-OOJ55N85LOJNPTX4H1NQ/True+Relationships Home - True Relationships Your relationship with your wealth advisor is more than a series of transactions. It is a purposeful partnership rooted in trust that is earned and grows over time. While we pride ourselves on the work we do to protect our clients’ assets and grow their wealth, we are equally proud of relationships we have built and their longevity. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620602970448-PNH36T56YABQY7X16DVI/Total+transparency Home - Total Transparency What financial data says is inarguable. What it means to you is another. Advisors have an obligation to present the data for what it is, and to interpret it relative to your goals and investment strategy. Sometimes that means setting expectations, other times it means redefining an approach. At our core, we are a data-driven firm that consistently delivers for our clients. It’s what we do best. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1621032563481-VAGMF05YPKQIEXP42CID/GettyImages-926425076.jpg Home - Unique Experience We focus on our clients on a personal level. We strategize, create, and execute plans that work for them. Here, you are not a number or a means to an end – that’s what money is. Our clients see us as partners to them – in multiple facets of life – and that’s how we see ourselves too. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620603743120-43LCMG5S4XQ7H27AGI0Z/on-demand+access.jpg Home - On-Demand Access Every client of our firm is a client of the whole firm. You get all of us. And while we have individual areas of expertise, they are applied to your individual needs. Our people are a rare and essential combination of smart, strategic, principled, and thoughtful. Together, we do exceptional work for our clients. https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1613167736151-1OQGMK8F1WPULHHM35RR/BrokerCheck+logo.png Home https://www.prestonwealthadvisors.com/careers daily 0.75 2023-05-30 https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599470713-ERPMVSUC2AIPX7ZWETQX/hero+divider.png Work With Us https://images.squarespace-cdn.com/content/v1/6024348c65c5431573a73db7/1620599538254-ILCLZ0QG0HGAF0F7U5RN/down+arrow.png Work With Us - Make it stand out Whatever it is, the way you tell your story online can make all the difference.