With a strong commitment to serve clients throughout their lives, Patrick Preston has long devoted himself to crafting and regularly reviewing customized financial strategies for a clientele that includes generations of families. Our focus extends beyond investment and retirement planning, to liability management and thoughtful estate planning strategies. Our efforts also extend across the country to affluent clients and families we have on both coasts.As a former college athlete, Patrick utilizes a disciplined team approach that helps ensure a consistently high level of personal involvement and tactical execution for clients – including corporate executives (many with concentrated stock positions), physicians and their practices, business owners (many with 401(k) plans), retirees, and others nearing that well-deserved time in their lives. "It takes time to know clients well. But it's time well spent," Patrick points out. "Appreciating their concerns and objectives is critical to making smart and appropriate recommendations."Patrick accounts for family dynamics, circumstances and objectives – before formulating risk-managed strategies for preserving and growing wealth, and planning for its distribution. Recognizing that each client is unique, the team focuses on personal preferences and client goals, not industry benchmarks.