FGMK Preservation Capital Partners, LLC is an Independent Registered Investment Advisory firm with assets under management of approximately $170,000,000. Our client base includes wealth management clients (individuals, trusts, retirement accounts, charitable accounts, profit sharing accounts, etc) and group retirement plans.

We maintain a continuous commitment to providing leadership, integrity and quality to our clients as we provide proactive, experienced, responsive engagement. We take a hands-on approach to client service with a strong emphasis on client involvement. Our people make us who we are.

See Our Process to learn more about our strategic approach.