Wealth Preservers, LLC
Wealth Preservers, LLC
500 Coventry Lane, Suite 110
Crystal Lake, IL 60014
Toll Free:(877) 875-5667
In the world of wealth management, Wealth Preservers, LLC is a rare find. What makes us unique? The first thing you will note is our concentration on family success. It is true that the majority of our clients are current or retired business owners or executives but one thing that binds us all together is our quest to provide the best we can for our families. In today's atmosphere of greed and deception, the advisors of Wealth Preservers, LLC adhere to strict standards of fiduciary care to ensure that your family is being treated with the same care as our own families.
Another thing that makes us unique is our approach. Most firms either concentrate on personal family assets (the majority of "wealth management" firms) or they concentrate on the assets of the business through group health and business retirement plans. If they are the former they are probably ignoring about 80% of your assets and if they are the latter, they generally are not able to address about 80% of your familyâ€™s personal financial needs. We maintain specialists in each area necessary to a successful family such as business transition planning (including mergers & acquisitions), employee benefits planning and corporate retirement plans, institutional style asset management and estate planning, as well as tax planning to ensure that all aspects or our clients financial lives are being managed in the most efficient manner.
One study conducted on behalf of small business has shown that only 1 in 80 small business owners successfully retire, as planned, on the sale of the family business. Our approach addresses this issue up front so that when the business owner desires to remove himself/herself from the business; it is a predetermined event and not a result of economic conditions, market competition, health, etc.
Not only are we interested in what you own but we are interested in what you owe. Are you sure that your debt structure is correct? This is a key area which can dramatically affect the efficiency of your business and your wealth planning. We can help you assess your options and optimize your success through use of the most appropriate solutions.
We utilize a unique wealth management system to continually monitor and update our clients financial picture, so that we, along with you, and your entire advisor team, including your accountants and legal advisors, are always making decisions based upon fresh information and economic data, unlike most plans that are created as a snapshot in time. As any business person knows, basing decisions on yesterday's data is a quick way to be out of business. To learn more about our wealth management system click here.
If you are interested in working with us, weâ€™d like to hear from you. Click here to contact us regarding your goals and concerns. We would be happy to discuss your needs.
The information contained on this site is not intended to be a solicitation to purchase or sell any security in any state that the advisors are not licensed to solicit securities business.
Our advisors are registered to transact securities business in the states of California, Hawaii, Florida, Illinois, Indiana, Michigan, New Jersey, Ohio, North Carolina and Wisconsin. Additionally, our advisors are licensed to provide Investment Advisory services in the states of California, Hawaii, Florida, Illinois, Indiana, Michigan, New Jersey, Ohio, North Carolina and Wisconsin.
Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Wealth Preservers, LLC and Cambridge are not affiliated.