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(858) 369-0303
stu@wealthpreservationllc.com

Integrity

That big list of dreams and goals isn't the only way to look at your bucket list.
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TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

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INDEPENDENT

What differentiates us from the rest? Our independence, transparency, and passion.

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For All Your Investments, Wealth & Portfolio Management Needs.

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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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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

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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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Take control and learn about where your money can go today

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

Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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