Working with the team at Wealth Preservation was a dream compared to other Advisors we've had the experience of working with. Highly professional, knowledge and responsive. Strongly recommend anybody seeking insurance solutions to Wealth Preservation.

Dave and Stu used their many years of experience to make me feel like my family and finances were just as important to them as they are to me. Their family-centered approach made me feel comfortable and taken care of financially.

I was referred to Dave through a trust advisor relationship. He was able to help me secure life insurance coverage at competitive rates. He was able to shop all the various top carriers and products available. Since then I have referred Dave and his firm to various business relationships of mine and he was able to help them as well with both individual and business coverage. I highly recommend using Dave and his team at Wealth Preservation for all your life insurance planning needs!

Stewart offers clear, knowledgeable and honest advice, is straightforward in his recommendations and presents them in an easily understandable way. He truly listens to my objectives and always finds the best path for me. Helpful, accessible and prompt, he genuinely cares.

Stu Weissman and his excellent team have been very competently handling our multi generational family financial affairs for decades giving sound advice and guidance all while taking a genuine personal interest in all of us.

In March of this year, I transfered my investments to Schwab, and entrusted Stewart Weissman with overseeing them to keep them safe, and to produce some income. 

Stewart Weissman of Wealth Preservation is incredibly knowledgeable and professional. Working with him as an advisor I can rest assured my family will be taken care of even after I am gone. I  find such peace of mind knowing my family and my estate are taken care of.