Steve Suib

Preservation Wealth Management is a client-focused, independent financial advisory firm dedicated to helping individuals achieve security and peace of mind in retirement. We understand that building wealth is a marathon, not a sprint, and we're committed to walking alongside our clients every step of the way. Our holistic approach considers all aspects of your financial picture, from investment strategies and risk management to retirement income planning and tax optimization. We believe in building long-lasting relationships based on trust, transparency, and a deep understanding of your unique needs and goals.

Our Core Values

At Preservation Wealth Management, our core values guide everything we do. We believe in client-centricity, putting your interests first and tailoring our advice to your specific circumstances. Integrity is paramount in our interactions with clients and partners. We operate with honesty, transparency, and a commitment to ethical practices. We strive for excellence in every aspect of our service, continuously seeking to expand our knowledge and expertise to deliver the highest quality guidance. Furthermore, we value collaboration, working closely with you and other trusted professionals to create a comprehensive financial plan that addresses your needs.

Simple Solutions for Complex Financial Needs

Navigating the world of finance can feel overwhelming, but we believe that straightforward solutions often provide the greatest clarity and long-term success. We strive to demystify complex financial concepts, using plain language and clear explanations to empower you to make informed decisions. Our team works to develop personalized investment strategies that align with your risk tolerance and financial goals. We prioritize risk management, understanding that preserving capital is crucial for a secure retirement. By meticulously crafting your financial plan, we aim to help you minimize losses and maximize the potential for growth.

Preserving Your Legacy with Confidence

Our mission is to help you safeguard the wealth you've worked so hard to accumulate, ensuring it supports you comfortably throughout your retirement years and leaves a lasting legacy for future generations. We understand the unique challenges of retirement planning, such as rising healthcare costs, inflation, and changing tax laws. We leverage our in-depth knowledge and experience to develop customized strategies that address these concerns, helping you maintain your financial independence and achieve your retirement aspirations.

We prioritize clear communication and regular reviews to keep you informed and involved throughout your financial journey. Our commitment extends beyond providing financial advice; we aim to build lasting partnerships with our clients, serving as a trusted resource and guide as you define and achieve your financial goals.

Meet Our Team

At the helm of Preservation Wealth Management is Steven A. Suib, RICP, President and Founder. Steve is a seasoned financial professional with a deep commitment to client-centric service. His career trajectory started in chiropractic care, where he found fulfillment in helping people improve their well-being. This experience instilled in him a strong sense of empathy and understanding of individual needs.

Steve transitioned to the financial sector after an injury forced him to close his chiropractic practice. Working within a large firm, he recognized the limitations of a one-size-fits-all approach and decided to pursue a path of independence, founded on the principles of trust, transparency, and personalized guidance.

Recognizing the impact that financial advice can have on individuals and families, Steve is dedicated to upholding the highest ethical standards. He views himself as a fiduciary, obligated to put his clients' interests first in all his recommendations. Guided by his desire to help clients achieve a secure and enjoyable retirement, Steve leverages his expertise to develop tailored strategies that focus on preserving wealth, managing risk, and maximizing retirement income.