By: Maria Williams
Asset Preservation Wealth & Tax (Asset Preservation), known for its personable approach to financial and tax advising, is expanding nationwide. With strong roots and a reputation for excellence in the Phoenix area, Asset Preservation has recently opened offices in Las Vegas, Portland, Indianapolis, and Denver, providing its valued clients with financial and tax services in their local neighborhoods. This exciting growth reflects Asset Preservation’s commitment to being a community resource for retirement planning and wealth management in the neighborhoods where clients need them most.
At the helm is Stewart Willis, president and high-net-worth financial advisor. Willis brings both extensive experience and unique energy to the industry. His mission stems from a deep-seated belief in the value of reliable financial guidance. Willis experienced firsthand the impact financial hardship can have on a family when, as a young man, he saw his mother struggle. This formative experience laid the foundation for his career, inspiring him to help others achieve financial security. Through his leadership and a team of caring financial advisors, Asset Preservation has become a trusted neighborhood financial advisor, where clients receive holistic financial and tax planning tailored to their needs.
The company’s expansion is more than a business milestone; it’s an opportunity to reach retirees and high-net-worth individuals in a more personal, accessible way. Asset Preservation understands that retirement and financial planning should be convenient, relatable, and aligned with each client’s goals. That’s why Willis and his team emphasize being “physically there for clients.” Expanding into new markets provides more people with local access to comprehensive financial services—something many national firms don’t offer. For Asset Preservation, growing nationwide means helping Americans achieve a level of financial comfort in retirement.
Asset Preservation’s expansion brings with it a distinct combination of financial and tax planning expertise, setting the firm apart from others in the industry. Most financial advisors focus on investments alone, but Asset Preservation provides a full suite of services, including retirement, tax, wealth, and estate planning. This holistic approach helps clients keep more of their wealth and ensure that their finances are well-structured for their retirement years. Asset Preservation believes that financial planning and tax strategy should go hand in hand—a rarity in the financial advising world. “Our firm is a complete firm,” Willis explains, “that not only does financial planning but tax planning as well.” With this comprehensive strategy, clients can enjoy a seamless approach that considers every aspect of their financial well-being.
In addition to his expertise, Willis brings a unique perspective to his work, believing that financial advising is about forming meaningful relationships. For him, building positive relationships with clients is a priority. “I’ve never said I’m the smartest human being on the planet,” he notes, “but I strive to put in the effort others might not.” His focus on his work and his clients is reflected in his approach to offering personalized service that considers more than just the numbers.
Looking ahead, Asset Preservation is set to continue expanding, with plans to reach even more cities next year. As they grow, their focus remains on building local connections and serving clients where they are. For Asset Preservation, it’s not just about becoming a national firm; it’s about creating a support network for retirees and high-net-worth individuals who can benefit from their expertise at each stage of life.
Under Stewart Willis’s and his team’s leadership, Asset Preservation emphasizes a community-focused approach to wealth management, fostering trust and care in its services. With offices in Phoenix, Las Vegas, Portland, Indianapolis, and Denver, the firm prioritizes building local connections and providing accessible financial and tax planning resources.
Disclaimer: The content in this article is for informational purposes only and does not constitute financial, tax, or legal advice. Asset Preservation Wealth & Tax provides personalized financial advice based on individual circumstances. Please consult a qualified financial or tax professional to discuss your unique situation.
Published by Charlie N.
