Estate Preservation Advisors

Established in 2002, Estate Preservation Advisors is a financial services firm based in Scottsdale, Arizona. We partner with individuals to create custom pre-retirement and post-retirement plans to help achieve their financial goals. We believe in a holistic approach that combines investment strategies with risk mitigation to achieve sustainable wealth preservation.

Our Team

Scott Bird: With over 16 years of experience in financial services, Scott guides clients in developing balanced portfolios to address their specific financial goals. His meticulous planning and market insights ensure that investments stay on track towards achieving client objectives.

Dean Zayed: As the founder and CEO of Brookstone Capital Management and Prizm Financial Advisors, Dean brings over 20 years of industry expertise to Estate Preservation Advisors. He utilizes a comprehensive approach to wealth management, utilizing a vast array of investment options to create robust portfolios.

Mark DiOrio: As the Chief Investment Officer, Mark leads the firm's investment committee and framework. His extensive research and analytical skills ensure that portfolio construction is aligned with client goals and market conditions.

Analiese: Our Client Support Specialist, Analiese handles scheduling appointments, database management, and acts as a liaison between clients and the firm.

Brianna: As Director of Client Services, Brianna fosters a seamless onboarding experience for new clients and manages all account-related activities.

Services

We offer a comprehensive range of services to meet your financial planning needs:

• Private Wealth Management: Customized investment strategies for individuals with complex financial situations.
• Institutional Management: Comprehensive solutions for corporations, endowments, and other institutional clients.
• Income Planning: Strategies to maximize your retirement savings and account withdrawals.
• Estate Planning: Collaborative approach to crafting estate documents for seamless wealth transfer.
• Tax Strategies: Optimized tax planning to minimize current and future tax liabilities.
• 401(k) Management: Comprehensive solutions to maximize your retirement savings and performance.

Additional Services

• College Funding Calculator
• Cash Flow Analysis
• Loan Payoff Calculator
• Credit Card Debt Calculator

Our Commitment

At Estate Preservation Advisors, we are passionate about empowering clients with financial education and transparency. We strive to provide personalized guidance, reliable investment options, and ongoing support to achieve your financial aspirations.