We are fully operational working from home, even though our physical office is temporarily closed. Rest assured that all of our trading, reporting, and technological systems are working 100%. Our Disaster Recovery System, installed after Hurricane Sandy, is in place and thoroughly tested.
If you have any questions, concerns, or requirements, just call me or any of our staff at their usual numbers, and we will handle whatever you need.
CEO, CFP® Wealth Preservation Solutions
Personal Family Office / 360 Wealth Management
- Monday Update by Kevin EllmanIt is time in the markets, not timing the markets that counts. The number one question I am asked by my clients is, “What do you think I should do with my money now?” The impetus for this question is often the fact that world conditions are causing the markets to actively fluctuate.
- Monday Update by Kevin EllmanWe often look to the housing market as a good indicator of consumer sentiment. Consumer confidence appears to be growing as mortgage applications for single-family homes are on the rise. This certainly may be because of historically low mortgage interest rates. This is not only attractive to existing homeowners, but for those looking to buy their first home, low interest rates provide an opportunity and a strong incentive.
- Monday Update by Kevin EllmanRecently, we upgraded our Black Diamond Portfolio reporting system and can now make it available for your personal use. The initial reviews from clients have been universally positive.
The professionals of Wealth Preservation Solutions, LLC specialize in providing Wealth Transfer Planning, Investment Planning, Exit Planning, Business Succession Planning, Insurance Planning, and 401(k) Planning to business owners and families, professionals and wealthy individuals.
We have a well developed and highly evolved process to help our clients: 1) Clarify their long and short term objectives and 2) Understand the pros and cons of the various potential strategies they might want to employ in order to implement a solid financial plan. We then guide them, step by step, through the planning process to make their plan a reality.
We have no preconceived notion of what our clients should or should not be doing. We invest significant time fact finding and analyzing data so that we thoroughly understand a client’s objectives, risk tolerance, time horizon and unique circumstances.
Once we gain a comprehensive understanding of our client’s goals, we apply our education, skills and expertise to put a plan together that accurately meets their needs. One of the things we are most proud of is working closely with our clients throughout the years to help make sure their plans stay on track so that they achieve their ultimate objectives.