Financial Advisors
Henderson, NV
Asset Preservation Wealth & Tax is a comprehensive financial advisory firm serving the Henderson and Las Vegas area with 28 years of experience managing over $1 billion in client assets across 9,000+ households. They specialize in retirement planning, tax planning and preparation, estate planning, investment management, and wealth management through a fiduciary approach. What sets them apart is their integration of tax strategy into comprehensive financial planning—a service most advisors don't provide—combined with access to multiple money management firms offering diverse investment perspectives and transparent, unbiased advisor guidance.
Ideal for: Pre-retirees and retirees, high-net-worth individuals seeking tax optimization, business owners planning estates and succession, Nevada residents looking to minimize tax burden
Service area: Las Vegas, Henderson, Summerlin, and surrounding Nevada communities
Tax-Integrated Financial Planning: Unlike most financial advisors, Asset Preservation integrates comprehensive tax planning into their financial strategy, helping clients identify tax-saving opportunities at both state and federal levels to optimize overall wealth.
28 Years of Established Expertise: With nearly three decades in business and over $1 billion in managed assets across 9,000+ households, they bring deep experience and stability to long-term wealth building.
Fiduciary Standard & Transparent Service: All advisors operate under fiduciary standards, required to act in clients' best interests with transparent disclosures of certifications and experience.
Address: 901 N Green Valley Pkwy #100, Henderson, NV 89074
Phone: (702) 476-4300
Website: apsitaxes.com
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