Stewart J. Weissman, Investment Adviser Representative
Stewart J. Weissman is founder of Wealth Preservation LLC (wealthpreservationllc.com (opens in new tab)), a California-based independent financial services firm offering estate planning, life insurance, retirement planning and wealth management. He is a member of the Million Dollar Round Table (MDRT), an independent association for the world's leading life insurance and financial services professionals; and the Top of the Table, the highest tier of MDRT membership. Stu also hosts the "Safe Money & Income" radio show.
Website: www.wealthpreservationllc.com (opens in new tab)
Latest articles by Stewart J. Weissman, Investment Adviser Representative
A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust
estate planning If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.