Broker Check
Client Login

Experienced investment

and wealth management for

families, retirees and business owners

Client Centered

Balancing your needs and priorities, we create a long-term plan to achieve what is most important to you

Our History
We are here
for you at every step.

Experience matters. Process matters. Preservation matters. Let us help you move forward with the confidence that comes from working with a team that’s seen it all—and planned for even more.

LEARN MORE 🡒
FULL CATALOG OF SERVICES 🡒

Who We Serve
SERVING CLIENTS FROM
ALL WALKS OF LIFE

Fortune 100 Employees

Fortune 100 Employees

We provide tailored strategies to meet the unique financial challenges and opportunities you encounter.

High-Net-Worth Individuals

High-Net-Worth Individuals

We offer guidance to support a seamless transition into retirement, focusing on sustaining your lifestyle.

Entrepreneurs

Entrepreneurs

We help you navigate the complexities of business finances as we work toward your personal and professional growth.

Our Approach
Guiding You
Every Step Of The Way

Preserving your capital to make sure your money is still there when you need it most. Whether you're preparing for retirement, managing generational wealth, or seeking to protect your business, our process is here to serve you—not just today, but across the seasons of your financial life.

Step 1 <br/><br/>Plan

Step 1

Plan

  • Organize your complete financial picture
  • Identify all assets, income sources, liabilities, insurance and legal documents
  • Set expectations for future needs and lifestyle
Step 2&#160;<br/><br/>Prioritize

Step 2 

Prioritize

  • Pinpoint short-term needs and long-term objectives
  • Uncover hidden risks and opportunity gaps
  • Align your plan with your values
Step 3 <br/><br/>Preserve

Step 3

Preserve

  • Implement responsible, risk-adjusted investment strategies
  • Focus on asset protection and purchasing power
  • Adapt and change through ongoing reviews and strategy updates

About Us
Helping you
to Prosper

At Preservation Capital, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.

Why families choose Preservation Capital

"Everyone on the Preservation Capital team is pro-active and extremely responsive to our needs."

Houston client

"With their deep experience, we trust they are giving us time-tested advice and solutions."

Dallas client

"We get honest, unbiased advice unique to our situation. Not a one size fits all solution."

Houston client

"The longevity of our relationship has created an un-matched level of trust."

Dallas client

RESOURCES

LEARN MORE →
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More
Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn More