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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Stewart J. Weissman is an active Wealth Manager and the founder of Wealth Preservation, LLC. For over 45 years, Stu and his team have provided independent financial planning services to their clients in Southern California and across the country.

Wealth Preservation, LLC is a boutique independent financial services firm that offers wealth management, retirement planning and premium insurance products.

While we are located in Rancho Santa Fe, San Diego County in Southern California, we are licensed nationwide and can work with clients across the country.

Our Services
Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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