Welcome
FGMK/Preservation Capital Partners LLC is a comprehensive wealth management practice dedicated to preserving the assets that our clients have worked so hard to achieve. We enable our clients to focus on family, success and life's endeavors. We invest to provide absolute returns, while limiting downside risk and lowering overall portfolio volatility.
We are committed to providing our clients with exceptional financial guidance, acting in their best interest at all times and preserving their wealth for generations to come.
What's New
We have been recognized as a top advisory firm in the Wealth Manager annual rankings for the last 3 years. Randal Golden has also received the (CPWASM) designation. Randal was one of the first in the nation to receive this designation in conjunction with IMCA and the University of Chicago.
The CPWA marks identify those individual who have met the experience requirements, have successfully completed coursework in advanced wealth management content, strategies and applied concepts at the University of Chicago Graduate School of Business, and have passed a rigorous comprehensive examinations covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA licensees must also agree to meet ongoing continuing education requirements and to uphold IMCA’s Code of Professional Responsibility, Performance Reporting Standards, and Standards of Practice.
IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with credentials and tools required to best serve their clients.
|