For over four decades, Wealth Preservation, LLC has been recognized for using sound, time-tested strategies to create customized and comprehensive financial plans to protect you and your family for generations to come.
Our mission is a simple one, to help 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.
Do what is in our client's best interest.
Serve your needs before our own.
Continually show our value by diligently monitoring and striving to achieve positive performance.
Create a close relationship with you based on open communication so that you are confident in your trust of us.
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 strived to create 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 Rancho Santa Fe, San Diego County in Southern California, we are licensed nationwide and can work with clients across the country.
(858) 369-0303 | (858) 369-0306 | firstname.lastname@example.org
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 48 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 industry organizations. These include:
He has also received a number of local awards from the various associations for sales production and company awards, such as; Manager of the Year and Gama awards recognizing his level of success and service.