Stewart J. Weissman
Stewart J. Weissman is the managing member and owner of Wealth Preservation, LLC and Stewart J. Weissman, an Insurance Service Corporation, where personalized customer service is his top priority. He has consistently been recognized as one of the top financial professionals in the country for over 35 years. He is a Qualifying & Life Member of Million Dollar Round Table, a 16 year member of Top of the Table and Court of the Table, and member of the Premier Association of Financial Professionals. Stewart is also an active member of The International Forum comprised of the top 400 insurance producers in the world and Association of Advanced Life Underwriters (AALU).
As a top industry leader and respected member of the financial community, Stewart is a frequent speaker on issues of financial and estate planning techniques and strategies. Stewart's expertise is using time tested estate planning techniques that may help to reduce the size of your estate, which would reduce the amount of estate taxes ultimately due, while helping to preserve your estate for generations to come with the use of various trust planning. Stewart believes in the use of multi-generational bloodline planning combined with the use of various trusts to transfer and protect assets for your family members. Stewart's ideas are clear, precise and easy to understand and implement.
Stewart believes that as parents we never stop being parents, even after we are gone, his planning techniques reflect this philosophy.
Wealth Preservation, LLC is an independent agency, which allows us to represent a select number of companies that specialize in the affluent market at the very competitive prices with the top rated companies. Stewart and wife Brenda live and play in Rancho Santa Fe and Indian Wells, California. They have two children Stacy and Joseph, their son in law, Dave Harris and dog Jackson.
Mr. Weissman offers complimentary estate planning workshops and consultations, at no charge or obligations nationwide. Contact us today to reserve your seat at the next workshop in your area or to make an appointment for a consultation.