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Philosophy


At Asset Preservation Strategies, Inc. we are committed to ensuring that our clients have what  they need to be financially successful. This includes the financial strength to weather market ups and downs as well as a thorough understanding of how wealth is made, protected and distributed.
 
We seek to make a significant positive impact on your life by working closely with you and your other trusted advisors. We build long-lasting relationships with clients – getting to know the person, not just the portfolio – so that we can be proactive on your behalf. Our goal is to provide you with peace of mind about your financial life, helping you to work through any issues that arise.
 
It is our belief that you have the inherent wisdom to know what you want and how to achieve it. Our role, as we see it, is to help you bring that wisdom to light, applying our experience and financial expertise to ensure that you have all the resources you need to realize your objectives. While some firms claim to offer “comprehensive” wealth management, we take a slightly different approach. What we engage in is “collaborative” wealth management – with a personal touch.
 
 
                 Learn about Our Partners now.

    
©2010 Asset Preservation Strategies, Inc. All rights reserved.
Securities offered through Securities America, Inc., a registered broker/dealer, Member FINRA & SIPC. John Jenkins (CA Insurance Lic. # 0647708), Registered Principal. Gregory Banner (CA Insurance Lic. # 0B64761), Registered Representative. Advisory and tax services offered through Asset Preservation Strategies, Inc., a SEC Registered Investment Advisor.  Asset Preservation Strategies, Inc. and Securities America are not affiliated.