Where Your Securities Are Held

We use a third-party custodian to hold and safeguard your financial assets. This means we never possess your funds. The third-party custodian that we work with provide additional services such as account administration, transaction settlements, collection of dividends and interest payments, and other support. Our ability to collaborate with this firm for custodial services means that we have more time to dedicate to our clients.

Custodian Service PRoviders

Fidelity Clearing & Custody Solutions®
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to Registered Investment Advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Investments is an independent company unaffiliated with Preservation Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Preservation Wealth Management and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

At Preservation Wealth Management, We Can Offer You The Following Products And Services

(Click the images below to learn more about each service)

Retirement Income Strategies

Wealth Management & Investments

Asset Protection


Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer your to professionals who provide the following services