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At Preservation Capital firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Colleen Ross

Executive Administrative Assistant

(805) 462-0121

Colleen has been running our Atascadero office since 1999. She shines from inside and out. Call on her when you have any family updates, or need to know important information.

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Timothy Holt



Timothy has been advising clients since 1989. Thousands of people have benefited from meeting with him, and reading his various published magazine and newspaper articles, and from listening to him on local radio over the years. Clients...

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Emma Holt

Administrative Assistant


Emma is a Biology student and softball player at Pomona College in Claremont CA. She is here through summer helping out at the family business.

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Marissa McKervey

Administrative Assistant


Marissa is an outstanding Administrative Assistant. She is a real problem solver and has a great understanding regarding our business practices. Opening a new account or needing a change to your registration? Marissa can handle it....
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Sheron Williams




Sheron is the controller for Preservation Capital Group LLC. She has a long history ranging from Real Estate Agent to Bookkeeper. Behind the scenes.

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.

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