Welcome to Wealth Enhancement & Preservation

Wealth Enhancement & Preservation is an independent fee-based wealth management firm specializing in retirement income planning, asset accumulation and preservation.

We partner with you to implement personal wealth management strategies designed to allow you to maintain your lifestyle with the ability to grow your assets. We also collaborate with your tax and legal professionals.


  • Customized solutions designed to fit your needs
  • Timely information delivered to you
  • Explanations of economic conditions
  • Thorough analysis to drive your planning
  • Investment strategies that actively manage risk
  • Risk tolerance assessment using PocketRisk©


Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.


If you have any questions, would like to receive our Weekly Market Update or schedule a complimentary meeting to discuss your specific goals and needs, contact us today!
We look forward to helping you meet your financial needs!


Featured Links: