Who We Serve

At Preston & Cleveland Wealth Management, we recognize that working with a financial advisor is more than an analytical financial decision. The foundation of each client relationship is an understanding and acknowledgement of those things that truly matter to you. We limit the number of clients that we serve not because we would not enjoy working with everyone, but to balance the number of clients we serve with the high level of care we provide. We have created what we believe is the best of both worlds – a firm with a team large enough to offer a wide array of services, but small and private by design to ensure we can deliver highly personalized and customized service to you.

An Ideal Client of Our Firm:

  • … is seeking a long-term relationship with a trusted financial advisor who will guide them in making smart financial decisions.
  • … has attained a certain level of financial success and is committed to continuing that success into the future.
  • … needs sophisticated financial advice or has minimal interest in, or time for, managing their financial affairs.
  • … is looking to delegate responsibility to an experienced advisor who can clearly explain the pros and cons of a decision.
  • … understands our investment returns and fees are highly competitive but also values financial planning advice.
  • … understands and is comfortable with our holistic approach to providing financial advice.

Value-Added Moments

We transform both our clients’ financial lives and futures. At the beginning of each new relationship we ask, “What would need to happen over the next year for you to look back and consider our relationship a success?” The answers we receive range from investment performance to buying vacation homes to paying off debt.

If the question was turned around and asked of us, to see what the future of our relationship will be like, this is our answer. We hope that, over the first year of our relationship, you will have had one of the following “value-added” realizations:

  • No one has ever done, or explained it to me, this way before…
  • I finally feel like my entire financial picture is working together…
  • I understand where I am financially, and I have a clear picture of where I am heading for the future…