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Lauren Marie Desmarteaux

Advisor at Preserve Private Wealth, LLC — Port St. Lucie, FL

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Port St. Lucie, FL

Preserve Private Wealth, LLC logo

Preserve Private Wealth, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

20 Low

Avg AUM per client

$2,199,123 Very High

HNW client ratio

88% Very High

About

Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at SlateStone Wealth from 2018 to 2023. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively large asset pool for a small client base and providing access to a diverse range of investment vehicles.

Client services

Based on Preserve Private Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Preserve Private Wealth, LLC

Wealth management Private / alternative investments

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Fee options

Fixed

Financial planning fees range between $1,000 and $20,000.

Percentage

up to 1.25% annually

Location

See office

Port St. Lucie, FL

Port St. Lucie FL

Advisors at this office

1

Most active in

District of Columbia · Florida · Maryland

Work history

1 year of industry experience

Preserve Private Wealth, LLC

2025 - Present • 1 year

Port St. Lucie, FL

Preserve Private Wealth, LLC

2024 - Present • 2 years

Bethesda, MD

Unemployed

2023 - 2024 • 1 year

Bethesda, MD

SlateStone Wealth

2018 - 2023 • 5 years

Jupiter, FL

N/a

2015 - 2018 • 3 years

Palm Beach Gardens, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Bryce B

Series 66, AAMS®, Series 7

Palm City, FL

Edward Jones

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Roth conversion strategy Founder/Business Owner Executive Self-Employed Retired Intergenerational Families Established Professionals

Trishul P

CFP®

Port Saint Lucie, FL

Investing Forever Advisory

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Wealth management Passive / index investing Gen X (Born 1965-1980)
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Nicholas S

Series 65

Fort Pierce, FL

N.A. Silva & Company, Inc.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Active portfolio management Founder/Business Owner
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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Marc R

Series 63, Series 65

Stuart, FL

Integritt Wealth Management, LLC

Marc Rittersporn is the sole advisor at Integritt Wealth Management, LLC in Stuart, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked with Integritt Investment Management LLC since 2014. Outside of financial advising, he is co-owner of an alarm monitoring company and serves as president of his local homeowners association board. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $67 million in client assets. The firm employs tailored portfolios using individual stocks and bonds, mutual funds, and ETFs, guided by Modern Portfolio Theory and an ETF-focused approach, with regular portfolio reviews and rebalancing.

Passive / index investing
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Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

Passive / index investing Active portfolio management
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