Wealth Preservation

Rule No. 1: Never lose money.

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Rule No. 2: Never forget rule No. 1.

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- Warren Buffett

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Preserving and transferring Wealth is the primary components of a successful wealth management plan.  A wealth preservation strategy can ensure that assets not only grow over time but also provide a legacy for one’s family. While risk is unavoidable and no-one can predict the changing climate of the market, smart investment strategies focus on investing in a variety of assets that hedge inflation while giving optimal time for growth.

Advance planning can help you understand short and long-term objectives and use tools to help you meet your goals. Consider these three investment strategies for wealth preservation.