At Preserve Wealth Management, we prioritize your needs with a client-first approach and strive to provide comprehensive and accessible support. Here’s what you can expect from our service model:
Client-First Attitude
- Your needs and goals are our top priority in every decision and recommendation we make.
Regular Communication
- Semi-Annual Face-to-Face Meetings: In-person meetings twice a year to review your financial strategy.
- Quarterly Performance Reviews: Regular assessments of your investment performance.
- Proactive Calls & Monthly Newsletters: Keeping you informed and engaged with regular updates and insights.
Accessibility
- Responsive to Questions and Concerns: We are always willing to answer your queries and address your concerns.
- Available for Calls: If we're available, we'll take your call promptly.
- Timely Responses: We strive to return calls and emails within one business day.
Client Appreciation and Education
- Workshops and Events: Regular events to show our appreciation and provide educational opportunities.
- Financial Record Organization: Helping you keep your financial records in order.
- Market and Economic Updates: Keeping you informed about relevant market and economic trends.
Special Services
- Insurance Services: Guidance on life insurance and long-term care options.
- Unique Client Experiences: Enjoy exclusive events like museum tours, golf clinics, dining experiences, and wine, scotch, or cigar tastings.
Client-First Attitude
- Your needs and goals are our top priority in every decision and recommendation we make.
Regular Communication
- Semi-Annual Face-to-Face Meetings: In-person meetings twice a year to review your financial strategy.
- Quarterly Performance Reviews: Regular assessments of your investment performance.
- Proactive Calls & Monthly Newsletters: Keeping you informed and engaged with regular updates and insights.
Accessibility
- Responsive to Questions and Concerns: We are always willing to answer your queries and address your concerns.
- Available for Calls: If we're available, we'll take your call promptly.
- Timely Responses: We strive to return calls and emails within one business day.
Client Appreciation and Education
- Workshops and Events: Regular events to show our appreciation and provide educational opportunities.
- Financial Record Organization: Helping you keep your financial records in order.
- Market and Economic Updates: Keeping you informed about relevant market and economic trends.
Special Services
- Insurance Services: Guidance on life insurance and long-term care options.
- Unique Client Experiences: Enjoy exclusive events like museum tours, golf clinics, dining experiences, and wine, scotch, or cigar tastings.
Client-First Attitude
- Your needs and goals are our top priority in every decision and recommendation we make.
Regular Communication
- Semi-Annual Face-to-Face Meetings: In-person meetings twice a year to review your financial strategy.
- Quarterly Performance Reviews: Regular assessments of your investment performance.
- Proactive Calls & Monthly Newsletters: Keeping you informed and engaged with regular updates and insights.
Accessibility
- Responsive to Questions and Concerns: We are always willing to answer your queries and address your concerns.
- Available for Calls: If we're available, we'll take your call promptly.
- Timely Responses: We strive to return calls and emails within one business day.
Client Appreciation and Education
- Workshops and Events: Regular events to show our appreciation and provide educational opportunities.
- Financial Record Organization: Helping you keep your financial records in order.
- Market and Economic Updates: Keeping you informed about relevant market and economic trends.
Special Services
- Insurance Services: Guidance on life insurance and long-term care options.
- Unique Client Experiences: Enjoy exclusive events like museum tours, golf clinics, dining experiences, and wine, scotch, or cigar tastings.
