Wealth Preservation Experts 2025

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I have over 20 years of experience helping successful families navigate the ever changing field of financial planning. New laws, new fads, and new "rules of thumb" are always coming out. My goal is always to help my clients sift through the noise and focus on the things they can control. I have always believed there are two E's of investing, economics and emotion. Handling both in a proactive, deliberate manner helps my clients to keep perspective of what is important on their financial journey

With over 15 years at Smith & Howard Wealth Management, my focus is on empowering clients through meticulous financial planning and investment management. We, as a team, have a steadfast commitment to our clients, ensuring they are equipped with a comprehensive financial plan that encompasses not just asset growth, but also tax efficiency, risk management, and estate considerations. Our affiliation with a leading accounting firm amplifies our ability to deliver insightful and holistic financial guidance. Recognizing the uniqueness of each client's journey, whether approaching retirement or managing wealth post-liquidity events, our services are tailored to maximize benefits. Partnering with business owners, we explore avenues beyond traditional retirement savings, leveraging tax-advantaged strategies to enhance their financial well-being. As an Accredited Investment Fiduciary, I champion fee-only advice, maintaining objectivity and aligning our success with that of our clients.

Ateis Patrimoine est un cabinet parisien de gestion de patrimoine reconnu pour son excellence et son indépendance. Grâce à des accréditations parmi les plus exigeantes du secteur, nous vous garantissons un accompagnement totalement objectif et personnalisé. Chaque conseiller Ateis Patrimoine est certifié CIF, COSB, COA, détient la carte T et possède toutes les compétences juridiques nécessaires. Cette expertise complète nous permet de figurer parmi les rares cabinets français capables de travailler en véritable architecture ouverte, en sélectionnant pour vous les solutions les plus performantes du marché. Nos conseillers disposent en moyenne de 15 années d’expérience acquises au sein de grands cabinets et établissements bancaires français. Notre démarche est simple : analyser votre situation, comprendre vos ambitions, puis vous présenter des stratégies sur mesure, transparentes et réellement adaptées à vos objectifs. Nous vous guidons ensuite dans la mise en place des meilleures solutions pour optimiser durablement votre patrimoine. Avec Ateis Patrimoine, bénéficiez d’un conseil premium, indépendant et intégralement conçu pour vous.

Greg Reese is the Founder, President, and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. With more than 25 years of experience in estate planning, he specializes in helping individuals and families protect their assets, preserve wealth, and create comprehensive legacy strategies. Through AmeriEstate, Greg has built a national network dedicated to making estate and asset protection planning accessible and effective. At Reef Point, he focuses on advanced planning solutions and tax-efficient strategies designed to help clients structure and transition highly appreciated assets. Greg is recognized for his expertise in estate planning, asset protection, and wealth preservation, and is a frequent speaker on trust strategies and long-term financial planning.

As a Senior Wealth Advisor and Partner at Croak Capital, I specialize in guiding high net worth families through the complexities of wealth. My approach blends technical financial expertise with an understanding of what matters most to my families. Whether its designing multi-generational estate plans, managing concentrated equity positions, or investing in private assets including private equity, hedge funds, or real estate I bring clarity to complexity. I believe true wealth advising goes beyond investments - it's about stewardship. That's why I regularly contribute insights on private wealth trends, family governance, and client experience excellence. If you're seeking a partner who can serve as your families CFO, quarterback your financial life, and bring a white-glove level of service, I and my team are here to help.

Preservation Trust Company, a premier <a href="https://preservationtrustcompany.com/services/">Nevada Trust Company</a>, is committed to delivering expert trust and wealth management services that ensure long-term financial security and legacy protection for individuals, families, and businesses. With a client-focused approach, we provide customized trust administration, estate planning support, and fiduciary solutions designed around your unique needs. Our skilled team works with precision, integrity, and reliability to help safeguard and grow your assets. Whether you're securing your family’s future or managing complex corporate trusts, we offer strategic guidance and lasting peace of mind. Trust us to protect what matters most because your legacy deserves the finest care.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

I understand that your financial success is the result of hard work, dedication, and…

As Vice President Wealth Advisor at Farther, my mission is to empower clients by crafting personalized wealth management strategies that resonate with their long-term financial aspirations. I focus on developing comprehensive retirement plans and fostering robust business relationships, ensuring a client-centric approach to wealth preservation and growth. With a background as a Financial Advisor, I've honed my expertise in retirement planning and wealth management services. My commitment extends beyond transactions to building meaningful connections, where every strategy is tailored with the same care I would manage my own financial endeavors, aiming to make a substantial impact on my clients' journey to and through retirement.

I've worked in financial service for 25 years, building experience at Barclays Premier in my 30s looking after a portfolio of mass affluent clients. Moving to Watts Mortgage and Wealth Management 12 years ago I now head off the Financial Planning team. My specialism is protection- life insurance, income protection, business protection etc. We have special expertise when it comes to understanding and finding cover for clients with often complex medical histories. Having thrived in this area we are proud to have won MoneyFacts ILP UK protection adviser of the year 6 times in recent years. I have been a regular contributor of thought pieces in our area for MoneyFacts magazine over recent years.

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

I specialize in helping people successfully move from work to retirement, focusing on the area's of Retirement income planning, Investment strategies, tax efficient income and Legacy and Estate planning.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Centurion Wealth is a truly independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients’ assets grow in a manner consistent with their unique objectives. Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser. Securities offered through Spire Securities, LLC member FINRA/SIPC.

Lawyer turned Wealth advisor and real estate strategist focused on asset growth, protection, and AI advisory

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.