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Welcome to Preservation Capital
Timothy H. Holt, President
Timothy H. Holt is the President of Preservation Capital Group LLC. Through this California Corporation, he formed a synergy between his Registered Investment Advisory services, his brokerage relationship with Madison Avenue Securities Inc. out of San Diego California, and his insurance agency Value Health & Life Insurance Services. This synergy brings the opportunity to offer unbiased advice to people regarding financial and health related insurance and investments. With one very important goal in mind: to simplify the process of helping businesses and families build wealth and remain financially and medically secure, through a thorough consulting method which includes life and health insurance solutions, and appropriate securities investments. Preservation Capital Group LLC was founded on a commitment to uphold the highest standards and service.
Headquartered in Atascadero, California, Value Health & Life Insurance Services and Preservation Capital Group provides personal service to residents in San Luis Obispo and Santa Barbara counties, and all over California and the United States.
Preservation Capital Group was created by Timothy to offer customers a level of service uncharacteristic of the industry and create personalized risk assessment to potentially achieve a comfortable financial future. Since 1989 Timothy has been protecting investments and educating people around the community about health and life insurance with seminars and speaking engagements.
Our Staff
Colleen Ross
Health Insurance Specialist/Special Projects Supervisor
Tayna Schwartzmiller
Office Manager/Account Coordinator
Elaine McElmury
Controller
Doris Rapp
Office Assistant
***Timothy Holt is a registered principal of and offers securities and Advisory services through Madison Avenue Securities, Inc. (MAS), a Registered Investment Advisor, member FINRA & SIPC. MAS and is not affiliated with PCG. Timothy Holt is registered to offer security services in AZ, CA, MO, OR, and WA. Advisory services in CA and OR.
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