Wealth Preservation, LLC is a boutique independent Financial Services Firm offering estate planning, life insurance, retirement planning, and wealth management.

For over four decades, Wealth Preservation, LLC has been noted for applying sound and time-tested strategies for their clients & establishing personalized custom tailored planning designed to protect you & your family for multiple generations; including: Life Insurance, Retirement, Wealth Management coordinated with Social Security benefits.

Wealth Preservation, LLC prides itself on exceptional personalized customer service to all their clients while offering the most advanced planning methods available.

While we are located in Southern California, we are licensed nationwide and work with clients across the country. 

  • PREMIUM FINANCE LIFE INSURANCE
  • IRA / 401(K) ROLLOVER OPTIONS
  • EXTENDED CARE
  • I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    ★ ★ ★ ★ ★
    Stanley Kravitz
    Palo Alto, CA
  • I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    ★ ★ ★ ★ ★
    Stanley Kravitz
    Palo Alto, CA
  • I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    I wanted to protect and distribute my assets as I directed, rather than having the government do it for me. After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs. With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust. His down-to-earth manner made him a pleasure to deal with. He has always steered me in the right direction.

    ★ ★ ★ ★ ★
    Stanley Kravitz
    Palo Alto, CA
Contact Us To Start Planning Today!

Call 1-800-313-PLAN (7526)

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1-800-313-PLAN (7526)

stu@wealthpreservationllc.com

CA License # 0B50521  

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