Asset Preservation Wealth & Tax, Financial Advisors of Las Vegas
Achievements
Contact Information
-
Address
Financial planner · · 10845 Griffith Peak Dr Suite 130, Las Vegas, NV -
Phone
(702) 651-0065 -
Website
apsitaxes.com
Location
About Asset Preservation Wealth & Tax, Financial Advisors of Las Vegas
Asset Preservation Wealth & Tax, Financial Advisors of Las Vegas is a financial planner in Las Vegas, NV, serving clients in Summerlin and the surrounding area. The firm assists individuals and families with financial planning, retirement planning, tax planning and preparation, and estate planning, coordinating its work with tax professionals, accountants, and estate planning lawyers in Summerlin and Las Vegas. Its advisors operate as fiduciaries, meaning every recommendation is made in the client's best interest. The practice holds a rating of 5.00 based on customer reviews.
The team brings specialized experience in tax, investment, retirement savings including 401K and IRA accounts, legal planning, and insurance planning. Services offered under one roof include investing, financial planning, tax planning and preparation, retirement planning, estate planning, Roth IRA conversions, annuity advisory, and 401k rollover support. Retirement planners work one-on-one with clients to develop strategies tailored to income level, risk tolerance, and long-term objectives, covering savings strategies, evaluation of employer retirement plans, and long-term tax-efficient income planning. The firm also helps clients decide between rollover options, including moving funds into a 401k rollover IRA or converting to a Roth IRA for tax-free retirement income.
The office sits at 10845 Griffith Peak Drive, Suite 130, near West Charleston Boulevard and South Town Center Drive, within a third of a mile of the Downtown Summerlin Transit Center in the Summerlin South area of Las Vegas.
Backed by 28 years of service and a strong customer rating, the firm brings deep, coordinated retirement and tax expertise to Summerlin and the wider Las Vegas Valley.
Services:
- Comprehensive Financial Planning
- Estate Planning
- Portfolio Review
- Retirement Planning
- Tax Services
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