The Preston Group

With a longstanding commitment to helping clients navigate every stage of life, The Preston Group provides personalized wealth management strategies tailored to the unique goals, values, and circumstances of each client. Our relationships often span generations of families, and our focus extends beyond investment and retirement planning to include liability management, estate planning considerations, and wealth transfer strategies. We proudly serve affluent individuals and families throughout the country, including clients on both the East and West Coasts.
The Preston Group combines the experience and perspectives of three dedicated professionals: Patrick Preston, CPFA®, CPWA®, Kyle McElligott, CFP® and Matthew Guarino. Together, we leverage a collaborative approach to deliver thoughtful advice, personalized service, and comprehensive wealth management solutions. By working as a team, we strive to ensure that clients benefit from a breadth of knowledge, consistent communication, and a high level of responsiveness.

Our clients include corporate executives, physicians and medical practices, business owners, retirees, divorcees, and individuals preparing for retirement. We believe meaningful financial advice begins with understanding what matters most to each client. Taking the time to appreciate personal goals, family dynamics, and financial priorities enables us to develop strategies that are both thoughtful and appropriate for each situation.

Recognizing that every client is unique, we focus on individualized planning rather than one-size-fits-all solutions or industry benchmarks. Our goal is to help preserve, grow, and ultimately transfer wealth according to each client's vision for the future, while serving as a trusted resource through every stage of their financial journey.

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." Recognizing that each client is unique, the team focuses on personal preferences and client goals, not industry benchmarks.