A successful retirement is rooted in proper planning.
GROWTH IS GOOD.
Whether you are working toward a secure retirement or have already retired, it is critical to make wise financial decisions now to preserve your financial future. The name of our company defines our focus and our business. We help our clients achieve their goals by using the most trusted names in money management. Our primary focus is our clients' current needs and plans for the future. Our customized programs are designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and experience.
We operate in strict confidence and integrity. Our clients' needs come first, without exception. We offer our consultations without any cost or obligation to the client. Based on clients' input, we design a personalized plan to fit the needs and goals of the client. We offer a wealth of resources that can help you live the life you have envisioned for yourself and your family. We encourage you to peruse our website and learn about the services we provide. We look forward to answering any questions you may have.
Hello and Welcome.
Wealth Preservation Group, Inc. is committed to helping you achieve your lifetime financial goals. Together we will utilize a process that will eliminate the fear, anxiety and hassle in dealing with your financial affairs. Using our concerted planning solution, our goal is to strategically manage your wealth according to your individual goals. We are consistent in our process, adamant in our philosophy and unwavering in our integrity, as we work with and relate to our clients. Our experience, dedication and ability to deliver are key in developing planned solutions that are timely and unparalleled in achieving your financial goals.
During our initial consultation, we will develop your personal financial profile, taking into account your individual investment needs and objectives, risk tolerance and time frame.
Once we have together developed your personal profile, that profile will enable us to develop a personalized asset allocation plan, based on the information you have given us. Our plan will be set up with the purpose of maximizing your investment returns, while minimizing your risk through a careful diversification of your assets.
Working with us.
To conduct our business at the highest standards of honesty, integrity and fairness.
To establish and to maintain that your best interests are the foundation of your financial planning.
To provide a consistent and structured approach to your financial needs that will result in an integrated, customized and understandable solution for you and your family.
To recommend and explain the services and products that best suit your stated financial needs and objectives.
To invest any funds that you entrust to us in a sound and prudent manner, based on and consistent with your financial profile.
To communicate with you in a timely and accurate manner.
To review your financial progress on an ongoing basis to ensure that your financial plan continues to evolve with the stages of your life.
To be available to answer any questions or concerns that you or your family may have and to assist you and your family in any administrative or distributive needs as apply to your accounts.
Our Commitment to You.
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Wealth Preservation Group | 9035 Wadsworth Pkwy., Suite 3500 | Westminster, CO 80021 | 720-540-3300
©COPYRIGHT 2014. WEALTH PRESERVATION GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.
Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Please be advised that presently, John Yarbrough holds Series 65 Licenses in Colorado and Minnesota. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by John Yarbrough before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Link Disclosure, Please Note: The information being provided is a courtesy. When you link to any of the websites provided herewith, you are leaving this site. Wealth Preservation Group, Inc. and Virtue Capital Management, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Wealth Preservation Group, Inc. website and assume total responsibility and risk for your use of these sites.