What is Wealth Preservation?

Most of us want to live a certain lifestyle now and into our retirement years. Additionally, many of us wish to leave something behind for those we care about. Wealth preservation is a term used to describe strategies and tools that focus on helping individuals, families, and businesses safeguard their assets to accomplish these exact goals.

Let’s face it, you have worked hard for your money, but what do you do when something happens that is out of your control? Do you have a plan in place to help protect your assets from such an occurrence? Do you have a trusted partner to help you navigate this new territory? At Webb Investment Services, we believe in working with any other relevant advisors to help address any concerns and to assist with protection from the following:

  • Catastrophic loss
  • Potential creditors
  • Litigants
  • Identity thieves
  • Long-Term Care expenses


Any opinions are those of Laura Webb and Faith Doyle and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.