Wealth Management

FGMK Preservation Capital Partners, LLC is committed to helping our clients reach their financial goals. We offer a wide range of financial products and services to individuals and business owners.

As the Investment Advisor, we will utilize our top institutional resources to provide these services: 

Client evaluation: Evaluate your unique and specific needs based on your risk tolerance and time horizon.

  • Identify your goals and create a customized investment plan

Portfolio construction and implementation: Construct a portfolio in a traditional asset allocation manner, using institutional fund managers and resources (other markets are also available).

  • Portfolio and cash management
  • Ongoing management and support