WHO WE ARE
Presman Wealth Management is an independent firm founded by CERTIFIED FINANCIAL PLANNER® professional Alex Preswick. Our philosophy is to inspire you to manage your finances and empower you to understand it. We work collaboratively with each client to assess needs and goals, create a plan and make sure it stays on track. We hold ourselves to the highest standards and are proud to be inclusive, patient and kind.
OUR APPROACH TO WEALTH MANAGEMENT STARTS WITH YOU
Identify Your Goals & Objectives
Identifying and understanding goals and objectives is they key to a good plan. Whether you’re saving for a down payment, saving for retirement or trying to maximize the interest on your nest egg, the best laid plans come from a solid foundation.
Craft Your Goals
Once the goals are established, we take all aspects of your financial portfolio into consideration and create a plan that encompasses all available resources and takes the present and future into account.
Implement, Review, & Adjust
Like many aspects of life, it’s important to not be complacent with your finances, and this is why we review and adjust your plan as needed. The financial world is always changing, let us keep your wealth secure and maximize your returns.
Contact us to start your three steps towards wealth management today.
Book an Appointment
VALUES THAT FURTHER YOUR ASSETS
Honesty
The best relationships start with a basis of honesty. Being ethical, transparent and straightforward are traits we commit to in dealing with every client.
Trust
When someone gives us their trust, we cherish and appreciate the opportunity to reciprocate, and give them the assurance that their financial health is safe with us.
Accountability
To gain trust, one must be accountable to their words and actions. We pride ourselves on always saying what we will do, and then doing what we said we would.
Our Mission is to provide financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for every client.
MEET THE TEAM BEHIND PRESMAN WEALTH
Alex Preswick, CFP®, CIM®
IA Private Wealth / Investment Advisor
Alex brings over two decades of financial industry experience specializing in estate and legacy management, tax planning, retirement and cash flow management. He empowers clients through education, simplifying complex financial concepts with a lighthearted, humorous approach.
Jennifer Chalke
Administrative Assistant
Bio coming soon.
Courtney Inman, CPHR
Head of Operations
Bio coming soon.
START YOUR JOURNEY WITH US
No matter the situation, we believe if we do what’s right for you, you will succeed. Click below to get started.
CONTACT US
Know Your Advisor: Advisor Report
