Preservation Wealth Management is an independent financial and retirement advisory firm serving clients throughout the greater Philidelphia area. Founded in 2000, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Since 2000, our financial educational workshops have been attended by over 13,000 people throughout Pennsylvania, Delaware and New Jersey.
Based in King of Prussia, Pennsylvania, and serving the greater Philadelphia community and western suburbs, Preservation Wealth Management focuses on trying to obtain a reasonable rate of return for our clients while minimizing or eliminating risk, guaranteeing lifetime income and creating pensions if none currently exist. By offering retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, long-term care, IRA and 401(k) rollovers, we have been able to simplify our clients financial lives, truly allowing them to retire with confidence.
Since 1998, Steve has helped hundreds of clients work toward financial independence in retirement. After his parents experienced a loss with their finances because of poor financial advice, Steve decided to change paths from his career as a chiropractor and become an advisor himself.
As a Registered Income Certified Professional®, Steve passed the Series 65 securities exam and holds a Pennsylvania insurance license. He has focused much of his efforts on helping to ensure his clients have income plans as part of their overall financial strategies. Reducing risk, attaining a reasonable rate of return and guaranteed lifetime income streams are the cornerstones of his philosophy.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us here or call us at 610-768-7789 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment advisory services provided by Steven A. Suib as an investment advisor representative of Preservation Wealth Management.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The portfolio stress test is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.