01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Group Retirement Plans

Preisz Financial is passionately committed to providing each employee with a plan for pursuing a financially independent Retirement. Every action we take is guided by this belief. Our service begins at the plan level. By using our best practices, trustees can seek to: Reduce or Eliminate Investment...
 

Planning

FINANCIAL PLANNING Individual Planning Our financial planning process helps you clarify and refine your goals, develop a step-by-step plan for working toward those goals and track your progress over time. Our team includes several CERTIFIED FINANCIAL PLANNER™ professionals who have the knowledge...
 

Investment Management

With our knowledge, expertise, and professional resources, we can help you create and maintain investment portfolios appropriate for your goals, risk profile and time horizon. Following the efficient market theory of investing, our core investment principles include: Markets work Security investment...

Meet Our Team

Latest Blogs

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

We manage assets for individuals and families, providing investment management, and financial planning services.