Wealth Preservation Advisors

Welcome to the internet home of Wealth Preservation Advisors - an independent wealth management firm based in Palm Desert, CA. Since 1973, the founder and president of Wealth Preservation Advisors, Daniel R. Lewis, has specialized in helping individuals and familes meet the unique challenges of two strategic financial areas:

 

Retirement Income Planning

and

Long-Term Care Crisis/Asset Protection Planning

 

We appreciate you taking time to explore our site and learn more about what we do. Whether you are an existing client or just browsing, our hope is that you find our site helpful and informative. If you have specific questions about how we might be able to help you specific situation, please click here.

Investment advice is offered by Horter Investment Management, LLC. a Registered Investment Advisor. Insurance and annuity products are sold separately through Daniel R. Lewis, Wealth Preservation Adisors DBA, Tax Free Retirement Inc. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor,Fidelity,and Security Benefit Life.

© 2013 Wealth Preservation Advisors | 73-660 State Highway 111, Suite 6 | Palm Desert, California 92260 | 760-360-8922 | fax 760-406-4077 | certifiedasset@netzero.com