Cathy S.
1/30/2021
We have been working with Stewart Willis of Asset Preservation for the past year. We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the...
Asset Preservation Wealth & Tax
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11323 W Bell Rd Ste 301
Surprise, AZ 85378
Asset Preservation Wealth & Tax is a high-net-worth financial advisory firm that specializes in comprehensive wealth management and tax services. With a focus on personalized financial planning, their experienced team guides clients through each stage of their financial journey, ensuring they are well-prepared for a secure retirement.
Committed to transparency and fiduciary responsibility, the firm emphasizes effective communication and customized strategies to meet clients' unique financial goals. Through workshops and seminars, they empower clients with the knowledge needed to make informed decisions about investments, tax planning, and retirement strategies.
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Reviews
2.515 reviews
Terri G.
4/3/2025
My common sense tells me that when a stock drops continuously for 3 months - like Tesla did- that a good financial manager would shift away from the stock. But not Asset Preservation! They're...
Laila S.
6/6/2025
Asset Preservation sent me an invitation to attend their seminar I called to confirm the event and was told to show up 15 minutes before the event started which we did. Upon arriving we were told...
Nikolay A.
4/3/2025
Very funny guys ! They reserved our tickets that I printed ,sent by email reminder one day before their dinner presentation and even call and left a message about our attendance that we...
Sharon K.
1/1/2025
Stuart Willis is slick willy. He will say hes there for you, just call him. With my husband's unfortunate diagnosis early onset Alzheimer's 60, we went to bring him up to speed. To say this guy...
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