Experienced High Net Worth Financial Advisors to Guide Your Financial Future

Serving Phoenix, Arizona, and Las Vegas, Nevada, Portland, and Indianapolis.

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Wealth Management at Every Stage of Your Life

We help you make the most important choices today to plan for your financial future tomorrow. Explore how wealth management for high net worth individuals can help you secure your financial foundation.
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Wealth Management, Tax Services & Financial Planning for Retirement

How Confident Are You In Your
Financial Future?

Getting started with high net-worth financial planning requires three key things:

1. finding out where you stand financially
2. naming your personal financial goals
3. creating a plan to reach those goals

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The Asset Preservation Hour

You spent all your working years accumulating this wealth. Now it’s the time to make the most of it with high net wealth management and tax services.

How it Works
in 3 Simple Steps

1

We Get To Know You  
(And You Get To Know Us)

Our first step will be to look at all your assets—bank accounts, investments, current fees, risk allocation. We look at the whole nine yards to get a full picture.

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2

We Help You Clarify
Your Financial Goals.

We will sit down with you and propose a strategy for high-net-worth financial planning to reach your goals.

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3

We Help You Move Toward Your Goals And Keep Track Of Your Progress.

The most important part of this process is to present to you a road map. You’ll get a comprehensive, full blown, WRITTEN PLAN that considers all the areas of your financial future.

Arizona financial planners

Join Us:
Workshops And Seminars

Our team is passionate about teaching and believes that continued education is the key to empowering our clients.

That’s why we offer seminars on financial planning for retirement, 401k contribution and management, investments, tax planning and more here at our office in Phoenix, AZ. Want to find out more? Give us a call or click on the button below.

COMPLIMENTARY PORTFOLIO REVIEW
Workshops: Coming Soon

We Are In The
Best Tax Window
In History, Right Now

If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. As a high-net-worth wealth management firm, we believe incorporating tax planning into your financial plan.

It is CRUCIAL in the probability of meeting your goals, especially true when planning for retirement, which is precisely why we created our taxes office.

Most advisors can’t discuss tax and wealth management because they are prohibited from mentioning it to their clients. Not us.

Interested? Speak to an advisor at 602-449-0146.

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Meet Our Team

We are your PARTNERS in retirement.

We pride ourselves on communication—you're not going to pay your fees and hear nothing from your advisor about your high net worth financial planning.

We want to help you develop a game plan for your finances so you can come in first with money.

All our tax and financial advisors are fiduciaries. This means they are required to act in your best interest, stay unbiased, and be completely transparent. We take pride in putting your needs first as an ultra-high-net-worth wealth management firm.

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Rollover IRA

Once you reach the age of 59-and-a-half, a many high net worth financial planning options become available. At first, these options are a bit confusing, which is why working with a financial advisor makes sense.

If you’re retiring, an interesting option to explore is an IRA conversion. Our estate planning and high net wealth management experts helped many people take advantage of an IRA conversion after retiring. Clients retired from Honeywell, Intel, Boeing, and other lesser-known local companies. Before diving into this complex topic, let’s take a brief look at the difference between IRA rollovers, transfers, and conversions.

Financial Advisor

You will also need to pay income taxes on the amount converted during a Roth IRA conversion. The math can quickly become complicated. It’s another reason to meet a professional financial planner and discuss your options before deciding on a Roth IRA conversion.

Understanding the 59 ½ rule and rollover IRAs

What is the 59 ½ rule? If you withdraw IRA assets before the age of 59 ½, you incur a 10 percent penalty. However, after the age of 59 ½, various investment options are available to you because the penalties no longer apply. This means that you can take advantage of a rollover IRA, tax and penalty-free.

If you're 59 and a half and want to roll over your 401(k) into an IRA, just follow these two simple steps:

1. Choose between a traditional IRA or a Roth IRA. These are the two most popular individual retirement accounts but taxes are handled differently depending on which you choose. While a traditional IRA provides you with immediate tax deductions, retirement withdrawals are taxed by the government. If you choose a traditional IRA, you don’t pay any taxes on the rollover amount until you retire.

There are no immediate tax deductions for Roth IRAs, so you have to pay taxes on the rollover amount. However, once you reach the age of 59 ½, all retirement withdrawals are entirely free.

2. Get help from a qualified tax and financial advisor. On the surface, asset wealth management and retirement planning seem relatively simple. You want to keep as much money as possible. A professional financial advisor, like any expert, knows the details and has the experience to help you make the best choices.

It’s highly unlikely your financial situation is entirely black and white. It’s more likely that a wide assortment of factors will impact how you get the most out of your retirement investments. A high net-worth financial planning expert at Asset Preservation is ready to help you better understand your wealth management.

Keep in mind there are other investment options that open up to you when you turn 59 and-a-half. Depending on your situation and employment, there may even be options you haven’t considered.

Understanding Thrift Savings Plans (TSP)

Federal employees and United States uniformed service members can benefit from a Thrift Savings Plan. TSPs are defined-contribution plans that offer federal employees similar benefits to private sector employees.

While a TSP is similar to a 401(k), they are not the same. Both have the same contribution limits. However, TSPs allow you to contribute considerably more money every year with matching contributions from the federal government.

You also pay lower investment fees with a TSP. You can also borrow from a TSP which is typically not allowed with an IRA account. If you leave your federal job, you can withdraw TSP money in a lump sum or relieve monthly payments. It’s even possible to combine options.

If you switch between public and private sectors, you can roll over a 401(k) or IRA to a TSP or do the reverse. You can even have a TSP and an IRA at the same time. Contribution limits for TSPs are quite a bit higher than IRAs, which means that you can build a retirement fund faster with a TSP.

The government also provides an employer match of up to 5 percent of your annual salary. This doubles the amount of your investment if you make the 5 percent investment commitment. This is not possible with an IRA because you set them up by yourself, which means there are no matching contributions from an employer. Investment fees also differ between the two.

Have questions about TSPs, rollover options, or any other wealth management issues? Contact a helpful member of the Asset Preservation team today. We are ready to help you explore your estate planning options and reduce your taxes. Our wealth management and tax services are here to ensure you have a productive and rewarding retirement.

What People Say About Us

We help you see the world differently, discover opportunities you may never have imagined and  achieve results that bridge what is with what can be.

I had my third meeting with Stewart today. I feel like I have found a new friend who really seems to care about making my life better and much easier. Each time I leave their office I just feel the comfort of being in good hands. Every step has been explained in easy terms and I'm covered in all areas for my investments, my taxes and my estate planning. This type of business has a lot of shady and uninformed characters but if your looking for real informed people that want you to succeed and treat you with respect, then this office is for you!

My husband and I were going through some "life changing " experiences, as were many of us in 2020.  We had a lot of financial decisions to make and really had no clue of where to start.  We saw the television program and decided to schedule the free appt.   We met with Judd and he took the time to answer all of our questions,  as well as some we didn't know to ask.  There was never any pressure to "sign up" or use their services.  I can honestly say we left the appt feeling informed and extremely relieved.  I would highly recommend this company.

In 2015 I attended a free social security/retirement seminar hosted by Asset Preservation and spent one hour obtaining great insight about information most pre-retirees do not have but should before they make one of the most important life decisions about retirement.  I made an appointment afterward and met with Justin "Judd" Carlson.  I can't express how impressed I was with his professionalism, knowledge and genuine care for my specific situation - he helped me make some extremely important decisions.  At no point did I feel pressured into purchasing anything or investing; he worked out scenarios that would benefit me both short and long term.  He was very knowledgeable about tax laws, retirement options, social security, pensions, investments, etc. and explained in simple terms I could understand.
Since that 1st meeting, I have met with him two more times, he helped me understand the legalese when my dad passed away and helped me file papers...all at no charge.  This last week, we met again and created a game plan for my employment retirement and advice on small business tax requirements;.  It's critical to trust your financial adviser - Judd definitely has earned my business and I have referred him to some of my closest friends.

I would recommend this service to anyone who values personal, professional treatment as a client.  Everyone from the receptionist to the Representatives have been very accommodating..

I have a great time working with the Staff and Clients of Asset Preservation Tax!

Our Locations

Corporate Headquarters

Give us a call or join us in person at our corporate headquarters in Peoria, AZ.

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Scottsdale Office

Call us during office hours or schedule an in-person appointment at our offices in Scottsdale, AZ.

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Tempe Office

Give us a call or schedule an in person meeting at our Phoenix, AZ offices.

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Gilbert, Az Office

Give us a call or schedule an in person meeting at our Gilbert, AZ offices.

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Goodyear, Az Office

Give us a call or schedule an in person meeting at our Goodyear, AZ offices.

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Las Vegas Office

Give us a call or join us in person at our Henderson, NV office.

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Portland Office

Give us a call or join us in person at our Portland, OR office.

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Indianapolis Office

Give us a call or join us in person at our Indianapolis, IN office.

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Our Locations

Corporate Headquarters

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Scottsdale Office

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Tempe Office

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Ready To Get Started?

You spent all your working years accumulating this wealth. Now it’s the time to make the most of it with effective tax and wealth management.