Financial Advising in Henderson, NV

“I have been very pleased and happy since meeting with Kyle Chapman with his guidance with my wealth management. Since joining Asset Preservation my wife and me feel like it's home. Always great communication with activity as well as discussions of future plans. I need to also mention their performance, knowing that results are never guaranteed, but skill does have its advantages. My previous consultant at another firm for over 15 years has never provided the personal touch as Kyle and his team have provided me, and did I mention the accounts performance, good work and if considering making a move, you should consider Kyle. Tony Amato”

“I've used Cornerstone Wealth Management for seven years with consistent success. I'm impressed with their professionalism and strategies, which helped my husband and me look forward to an earlier retirement. I completely trust their management of my finances. Established for over 25 years, their staff is wonderful and they organize various client events like bowling, movie nights, dinners, Christmas parties, boat excursions, Valentine's lunch, visiting the sphere, baseball games, and golf tournaments, just to name a few. I wouldn't consider another company, as I've achieved financial success and meaningful experiences with them. I rate Cornerstone A+ and five stars. Attached are photos from some events I attended.”

“Been with these folks for a while now and they are like family at this point and they have worked hard to keep our business and keep our future financials growing...thanks to them, we'll have a retirement fund...”

“Scot has handled our taxes and investments for many, many years. His guidance has ensured we're on solid footing in the short term, while also allowing us to set ourselves up for long-term financial health. He and his team are smart, strategic, and attend to individuals' needs/desires while keeping in mind the bigger picture. I highly recommend Strategic Tax & Financial if you're in need of professional financial guidance!”

“20250915 First time needing to visit our local office and Matthew Welsh in the reception was awesome! He helped me get my asset transfer papers populated and printed and all I had to do was provide him my wet signature and eTrade’s latest statement and viola! Transfer initiated! Grateful for the professionalism and great customer service. Thanks, Matthew! THIS is why I’m transferring my full account over to Schwab ??”

“After a horrible experience with our previous financial advisor my husband and I were very concerned about trusting someone with our investments again.Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices.She has the patience of a saint and will listen to any concerns you might have.We can honestly say we would recommend her to any of our friends and family without reservations.”

“I had a meeting on April 15, 2024 with Wes Jacobson regarding my 401-k that rolled over into an IRA. His answers were very specific and detailed when I was asking him all kinds of questions. I didn't feel rushed at all. He had even asked me several times if I had any other questions for him. He wanted to make sure my questions were answered. He said if I had any questions after I left to just give him a call.Thank You for a great experience.Robert Llamas”