Lori Richofsky's Contact Details

Lori Richofsky's Company Details

Asset Preservation Strategies, Inc.

San Diego, CA, US • 10 - 19 Employees
Financial Services

Asset Preservation Strategies, Inc., (APS) is a Registered Investment Advisory Firm located in San Diego, California, serving some of the area's most accomplished, established, and ambitious residents.Our mission is to enhance the financial well-being of our clients, taking traditional comprehensive wealth management a step further by offering a more personal touch and collaborative, team-based approach.For over 30-years, our team of experienced financial advisors has specialized in working closely with affluent individuals and families to create customized client portfolios, incorporating sophisticated tax planning and advanced estate planning strategies, in careful collaboration with each professional that plays a part in handling the client's finances.As fiduciaries, our team at APS is not only required by law to keep clients' interests first, but our passion and primary goal is to advance responsible stewardship of assets and achieve the best possible outcome for each client.John L. Jenkins and Monica Szakos of Asset Preservation Strategies, Inc. offer securities through Arete Wealth Management, LLC, a Registered Broker/Dealer Member FINRA/SIPC/NFA. John L. Jenkins, Gregory R. Banner, and Monica Szakos offer Advisory services through Axxcess Wealth Management LLC., an SEC Registered Investment Advisor. Tax services offered through Asset Preservation Strategies, Inc. Asset Preservation Strategies, Inc., Axxcess Wealth Management LLC., and Arete Wealth Management LLC., are unaffiliated. John L. Jenkins, CA Insurance License #0647708. Gregory R. Banner, CA Insurance License #0B64761.Monica Szakos, CA Insurance License #0I76089.