Wealth Management and Preservation, Inc. is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. Our strategies are designed to protect and preserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Our primary goal is to
help our clients get what they want out of life. Over the 30 years in the financial planning business, we have found that the most important thing we can do is to first help our clients learn to think clearly and rationally about what they want,
and then to develop a plan to accomplish those desires. All lifestyles come with a price tag, and once adequate funds are accumulated to serve a desired lifestyle, the task is to make sure those funds do not lose purchasing power that may rob the ability
to live the vision.In the event a client is already in retirement and living a lifestyle they want to be able to maintain, it is our responsibility to help them make that a reality through planning, cash management, and prudent investments.
Most of our new
clients come to us unsure of the future, and worried that they may run out of
financial resources too early in life. TheOBJECTIVE is to remove that concern.
Our firm exists for the purpose of
helping others get what they want out of life.
That, of course, is a pretty tall order! We know how that statement sounds – too broad, salesmanshippy,
insincere; after all, isn’t it a bit arrogant for someone to claim they really
care that much, and are competent enough in so many areas that they can make a
difference? We just don’t know how else
to say it. That is what we do – what we
are here for.
With over 40 years in financial services and over 28 years as a financial advisor, Bill Fowler, is the president and founder of Wealth Management and Preservation, Inc., d/b/a Fowler Financial Management. Bill’s wife, Susan, and son-in-law Matt, round out the family business. Read more to find out what sets us apart.