Bethesda, MD Office

Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering ongoing portfolio management and tailored Investment Policy Statements for each client. The firm works with a relatively small client base and accepts both discretionary and non‑discretionary mandates, with no stated account minimum.

The firm combines fundamental and quantitative analysis with a long‑term trading orientation, using model allocations together with client‑specific recommendations and quarterly monitoring to align portfolios with documented risk tolerances. Preserve may also direct clients to third‑party advisers and aggregates billing and reporting through institutional custodians while stating a duty to seek best execution.

Compared with many supported firms of its size, Preserve manages a relatively large pool of assets for a small roster of clients—resulting in higher average assets per client—and offers access to a broad and less common set of investment vehicles, including hedge funds, private equity, venture capital, private placements, real estate funds, precious‑metal ETFs and digital assets. The firm is recently formed and participates in an institutional custody program that provides research and other services (and soft‑dollar benefits), and it discloses the use of third‑party managers and related operational arrangements that may influence how investment opportunities and execution are allocated.