At Asset Preservation Strategies, Inc., we pride ourselves on being a leading provider of comprehensive wealth management services to affluent individuals and families. Our mission is to enhance the financial well-being of our clients by offering a personalized approach to wealth management, fueled by a deep understanding of our clients' unique goals, aspirations, and values.
Our Story
Our team of experienced financial advisors has been serving clients for over three decades, providing expert guidance on investment strategies, tax planning, and estate planning. Our commitment to putting our clients' interests first is unwavering, and we strive to deliver exceptional service, fostering long-term relationships built on trust, transparency, and trust.
Our Advisors
At the helm of our team are three esteemed financial advisors, each bringing a unique set of skills and expertise to the table. John L. Jenkins, AEP, CFP, BPC, serves as our Chairman and Senior Financial Adviser, having over four decades of experience in the industry. Gregory R. Banner, CFP, CLU, CRTP, is our Chief Executive Officer and Senior Financial Adviser, with a background in insurance and financial services. Monica Szakos Cramer, CFP, CEPA, BFA, is our President and Senior Financial Adviser, with a specialization in advanced estate planning and philanthropy.
Services
We offer a range of services designed to meet the unique needs of our clients, including:
- Comprehensive Wealth Management: We create customized financial plans tailored to each client's goals and objectives.
- Investment Strategies: Our team develops and implements investment strategies that align with our clients' risk tolerance, goals, and market conditions.
- Tax Planning: We work closely with our clients to minimize tax liabilities and optimize their tax position.
- Estate Planning: Our experts draft wills, trusts, and other estate planning documents, ensuring our clients' legacies are preserved.
- Philanthropic Services: We help clients give back to their communities through strategic philanthropy and charitable giving.
Resources
At Asset Preservation Strategies, Inc., we believe that knowledge is power. To that end, we provide access to a wide range of resources, designed to educate and empower our clients. From market insights and economic trends to retirement planning and estate planning strategies, we strive to deliver valuable information and insights that support our clients' financial well-being.
The Bucket Plan
Our Bucket Plan is a comprehensive, fee-based financial planning platform designed for individuals, families, and business owners. It assesses and addresses various financial risk factors, creating a customized plan tailored to each client's unique circumstances and goals.
Overall Satisfaction
The reviewers were extremely satisfied with the services provided by Asset Preservation Inc. They praised the company's professionalism, efficiency, and excellent communication throughout the 1031 exchange process.
Key Strengths
- Excellent Communication: Reviewers appreciated the prompt responses to their calls and emails, keeping them informed throughout the process.
- Professionalism: The team at Asset Preservation Inc. was described as highly capable, professional, and attentive to clients' needs.
- Efficiency: The process was seamless, with reviewers praising the team's ability to guide them through the process with minimal input required.
- Knowledge and Expertise: The team's knowledge and expertise in 1031 exchanges were evident, making the process painless for clients.
Common Praise
- Multiple reviewers praised individual team members, including Christopher Nese, Ryan, Cassandra, Danielle, Anna Marty, and others, for their exceptional service.
- Reviewers appreciated the team's ability to make the 1031 exchange process stress-free and easy to navigate.
