We've Been Solving Retirement Puzzles Since 1975
Let Us Solve Yours

Wealth Preservation, LLC is a boutique independent Financial Services Firm offering Investment/Advisory Services, with an emphasis in Estate, Retirement & Distribution Planning.

For over 4 decades, Wealth Preservation, LLC has been noted for applying sound and time-tested strategies for their clients & establishing personalized custom tailored planning designs; including: Retirement Income planning, Life Insurance and Life Insurance Funding solutions, Wealth Transfer tools, as well as Social Security maximization strategies.

Wealth Preservation, LLC prides itself on exceptional personalized customer service to all their clients while offering the most advanced planning methods available.

Our office is located in Del Mar, CA.

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We'll Help You Manage Your Money
Whether Your's Looks Like This
Ot Not. You Need To Plan.

Ride Into Your Glory Years
It's Easy To Coast
When You've Planned Right

Now That's An Estate
Whether Your's Looks Like This
Ot Not. You Need To Plan.

Social Security
Is Only Part Of Your
Retirement Funding

Tax Deductible Plans
Let Us Show You How You Can
Save Your Small Business Money

Rainy Days Happen
Cover Your Loved Ones With
Propper Life Insurance Coverage
  • I wanted to protect and distribute my assets as I directed, rather than having the government do it for me.  After attending many presentations and doing a lot of research, I chose Wealth Preservation, LLC to handle my Estate & Retirement Planning needs.  With over 4 decades of experience Stewart Weissman provided insight, continuing education with me and my family & most importantly integrity. The fact that he offered everything I wanted and it was available though the firm and its vast network of professionals made them worthy of my trust.  His down-to-earth manner made him a pleasure to deal with.  He has always steered me in the right direction.

    Stanley KravitzPalo Alto, CA