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Our Firms

Preferred Wealth Management, Preferred Financial Group and Preferred Group are independent financial firms committed to helping you achieve your financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe our resources and expertise will help you better identify your goals and assist you in making sound financial decisions.

We will walk you through a step-by-step process to create a customized financial plan that will help you achieve your financial goals.  Our firms have relationships with a variety of financial services companies to assist in this process.  

Once your goals have been established, we will help you execute a diverse financial program utilizing the following products and services:

  • Estate Planning*
  • Investment Planning
  • Retirement Planning
  • Tax Planning*
  • College Planning
  • Life Insurance
  • Long-Term Care Insurance

*Preferred Wealth Management, Preferred Financial Group & Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

**Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

As financial professionals, we are committed to helping people just like you create solutions for their investment goals. Once we understand your risk tolerance, time horizon and goals, we will work to develop a plan that carefully balances investment strategies, volatility and risk tolerance with preservation of your principal.

Today’s economic environment brings uncertainty.  Along with these uncertainties come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities, weighing risks versus rewards. 

We invite you to review all the material on our website. If something prompts a question, please send us an email or call the office. 

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