Free No-Obligation Consultation

Preservation Wealth Management is committed to your financial independence and well-being. That’s why it is our responsibility to understand your goals and objectives, so we can leverage our experience to help you work toward realizing them.
We can set up a free no-obligation consultation of up to 60 minutes to evaluate your financial goals, and see how we can help put you on the right path toward achieving them. Request a meeting with one of our advisors today to get started.


If you have concerns about your financial future or the future of your loved ones, we can provide a realistic assessment of your financial needs to lay the groundwork for a genuine plan of action that can help keep you on the path to a confident and independent financial future.
We’ll take a goal-based approach to address any concerns you might have about your financial path. We consider a variety of areas of your plan, such as tax strategy, asset protection, investment planning and more, based on the specific needs you bring to us. Once we have these needs in place, we can get to work creating a plan of action tailored directly to your situation.


You will meet with our team of trusted financial professionals to discuss your goals. We recommend bringing any other decision-makers to this meeting with you, such as your spouse, partner, or family members. However, you do NOT need to bring ANYTHING in unless you have something you would like us to specifically review, such as tax returns and account statements.


Are you on the right path to achieve your financial goals?
Can we help you achieve your financial goals?
Are we the right fit for you, and are you the right fit for us?


While certifications are not crucial in determining which financial advisor is right for you, they can be important, as they often define the level of commitment and expertise advisors possess. For example, as a Registered Income Certified Professional®, or RICP®, my specialized training is in the field of income planning, which represents a large and significant portion of the retirement plans we construct for our clients. Make sure you check out the legitimacy of the advisor’s designation, as there are many that are easily obtained with little or no effort.
Another way to gauge whether your financial advisor is right for you is by asking them questions about whatever they are telling you, especially if you are unsure. This way, you can ensure that your priorities are aligned and create a level of transparency with your advisor.


Most people don’t realize how important it is to pick the right plan. Where you elect to place your hard-earned money can affect the level of your income distribution, your future income taxes, your capital gains taxes or even taxes on your Social Security income.
The realistic financial review applies the skills of our internal investment advisors and our strategic partnerships with tax and legal professionals to help organize your financial and income planning, ensuring you have an appropriate plan of action for your future financial goals.

Ready to get started? Schedule your meeting with Preservation Wealth Management today to help find the right plan of action for you.


Two questions that often provide an accurate assessment of how experienced your potential advisor is are “do you invest in your professional knowledge” and “do other professionals trust you to help their clients.” If your advisor can speak to industry-specific training and courses, as well as professional references, you can rest assured that you are in the right hands.
Everyone deserves a second opinion, and you cannot obtain that from the person who gave you the first one. We invite you to meet with us if you are unsatisfied with your current situation or are concerned your current financial advisor may not be right for you. We can work with you to design a strategy best suited for your unique situation.


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.
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Investment advisory services provided by Steven A. Suib as an investment advisor representative of Preservation Wealth Management.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.