About Us

Family is what built Wealth Preservation, LLC, and we believe planning is all about “love of family”. Life insurance is the gift of love. Life Insurance is purchased not for the dead, but to protect the living.

Since 1975, we have been helping people solve the estate and retirement planning puzzle’s. We are a family owned and operated financial planning firm specializing in advanced estate planning, asset protection and retirement income strategies. We offer financial products designed to create income and wealth for you and your family, along with life insurance funding solutions.

For more than 37 years, owner Stewart J. Weissman has worked to create financial planning strategies to protect you and your family by creating Dynasty Planning. Stewart, along with his wife, Brenda, daughter Stacy Harris, son, Joey Weissman and son in law Dave Harris, have more than three decades of experience in the financial industry.

We believe as parents we never stop being parents, even after we are gone, our planning reflects this philosophy.  We can help you plan, protect yourself and your family in the most cost effective way possible, call or email us at stu@wealthpreservationllc.com, or call me at 1-800-313-PLAN (7526).