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Our Philosophy

At Preservation Financial Wealth Management, we believe in building lifelong relationships and proper stewardship of resources. We do this by taking the time to listen & developing plans to meet individual needs. At the end of the day, we specialize in retirement income planning, estate and legacy strategies, and small business financial strategies.

In 1996, Tim Philpot, Founder of Preservation Financial Wealth Management, left a long-standing and successful career in healthcare with a desire in his heart to help individuals and families understand the Biblical principles of stewardship and apply them to their own lives for their financial success.

While Tim had worked in accounting and in healthcare, he had not worked in financial services so he knew he would need to start his company “from scratch.”

Preservation Financial Wealth Management grew for three years from Tim’s home office until it relocated to Hurst, TX. As the firm continued to grow, it subsequently located in Roanoke, TX which is situated west of Southlake & North of Keller, TX.

The reputation of sound advice and personal client service aided in in the growth of the firm, and it was clear additional people were needed to meet the demand for financial planning services.

David Schoening joined the team as partner in 2002.  David has the same passion and values as Tim, to provide personal service and help clients meet their financial goals.

Tim & David are grateful for the over 20 years of business and growth of Preservation Financial Wealth Management and look forward to serving Texans for years to come.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC
 
Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.
 
Preservation Financial Wealth Management, LLC is independent of QCC and QAM.
 
Preservation Financial Wealth Management, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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