01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Group Retirement Plans

Preisz Financial is passionately committed to providing each employee with a plan for pursuing a financially independent Retirement. Every action we take is guided by this belief. Our service begins at the plan level. By using our best practices, trustees can seek to: Reduce or Eliminate Investment...
 

Planning

FINANCIAL PLANNING Individual Planning Our financial planning process helps you clarify and refine your goals, develop a step-by-step plan for working toward those goals and track your progress over time. Our team includes several CERTIFIED FINANCIAL PLANNER™ professionals who have the knowledge...
 

Investment Management

With our knowledge, expertise, and professional resources, we can help you create and maintain investment portfolios appropriate for your goals, risk profile and time horizon. Following the efficient market theory of investing, our core investment principles include: Markets work Security investment...

Meet Our Team

Latest Blogs

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
Thomas Davenport |
Categories
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...

We manage assets for individuals and families, providing investment management, and financial planning services.