Wealth Preservation Solutions, LLC
Robert W. Davis is a proven CERTIFIED FINANCIAL PLANNER™ Practitioner and Retirement Income Certified Professional® at Wealth Preservation Solutions. He has spent over three decades in the investment advisory and insurance industries. Bob is dedicated to his clients, delivering private wealth management services to high-net individuals, multi-generational families, small business owners, and executives.
Bob partners with you on your journey towards financial security. Whether you are looking to preserve your wealth, plan for retirement, or navigate complex financial landscapes, Bob’s forward-thinking strategies and personalized approach help you bring your financial goals within reach.
His expertise encompasses a wide range of financial strategies, including investment planning and tax reduction, income strategies, business succession, group and individual fringe benefits, retirement and estate planning. Bob’s innovative approach and commitment to excellence have earned him numerous accolades, including the prestigious Five Star Wealth Manager award, a distinction held by less than two percent of wealth managers in the state of New Jersey.
Beyond his professional achievements, Bob is committed to his community. He and his wife, Jacci, are proud parents of two children and actively participate in youth sports organizations and various charitable endeavors. An avid tennis player and passionate fisherman, Bob brings the same level of dedication and enthusiasm to his personal interests as he does to his clients’ financial well-being.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.