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Contact

Office: (858) 369-0303

Toll-Free: (800) 313-7526

Fax: (858) 369-0306

PO Box 7726

Rancho Santa Fe, CA 92067

stu@wealthpreservationllc.com

Our Mission

Our mission is a simple one, to ensure that you sleep well at night. In fact, we want you to sleep like a baby from the minute you start working with us.

Our philosophy, and the way we achieve a good night’s sleep for our clients, is straight forward.

  1. Do what is in our client's best interest.
  2. Serve your needs before our own.
  3. Continually show our value by diligently monitoring and striving to achieve positive performance.
  4. Create a close relationship with you based on open communication so that you are confident in your trust of us.

Who We Are

At Wealth Preservation, LLC, we are a boutique independent financial services firm that offers estate planning, life insurance, retirement planning, and wealth management.

For over four decades, we have created complete financial plans for our clients that include life insurance, retirement, and wealth management components. We pride ourselves on personalized customer service and our ability to offer the a variety of planning methods.

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

Meet the Advisor 

Stewart J. Weissman

(858) 369-0303

(858) 369-0306

stu@wealthpreservationllc.com

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. He is adept not only in wealth and risk management but in estate planning and IRA and retirement distribution planning.

Stu thrives on meeting new people and helping them live their best lives by achieving their financial goals and objectives. There is nothing more satisfying or meaningful to him than a happy client who is excited and relieved to be working with him. He loves becoming a part of each of his client’s families through multiple generations.

Family is extremely important to Stu. He and his wife Brenda have been married for over 42 years. Together they have a daughter, Stacy, and a son, Joseph. Stu and Brenda are the proud grandparents to Stacy’s three beautiful children. When not spoiling his grandchildren, Stu can be found donating his time to multiple non-profit boards or on the golf course. He is an avid animal lover, sports, and classic car enthusiast.

Mr. Weissman is a member of several elite organizations that only 1% of financial professionals have qualified for. These include:

The American Association of Life Underwriters (AALU)
The Million Dollar Round Table (MDRT)
Top of the Table (TOT)
Member emeritus, Ed Slott’s Elite IRA Advisor Group

He has also received a number of awards recognizing his superior level of service and care for his clients.

Client Education

<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
Learn More
<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
<p>Building Your Legacy</p>

Building Your Legacy

A four-step framework for building a personal legacy.
Learn More