4401 El Camino Real
Preservation Capital Group has been helping clients travel down their financial path for over 29 years. Whether you are planning for retirement or living your retirement, we can help navigate and chart your course to financial freedom.
At Preservation Capital, our philosophy is to provide a better alternative to both impersonal institutional investment firms and boutique firms guided by yesterday’s investment philosophies. Focused on maintaining our clients and complete financial well-being, we strive to set ourselves apart from other firms.
Each member of our team possesses a strong passion for finance and investments— beyond that, we are devoted to staying at the cutting-edge of strategy so that our clients can consistently get the most out of their portfolios. Leveraging this openness to exploring new or alternative strategies, we are able to evolve with the market and discover unique opportunities in the most challenging economic environments.
Our clients, and their objectives, are our priority. That is why we take the time to get to know each client, paying special attention to their unique attitudes, values, goals and ambitions, in order to develop a personalized solution that best fits their lifestyle. By building close relationships, we are able to collaborate on a plan that is in their best interest, all within an atmosphere of honesty and trust.