Asset Preservation Strategies Inc. Celebrates 1% Pledge Giving Back to the San Diego Community
Committed to making a difference in the lives of people, pets, and in the planet, Asset Preservation Strategies doubles down on community efforts
San Diego, CA –News Direct– Asset Preservation Strategies
A pillar of the San Diego community for more than three decades, Asset Preservation Strategies is dedicating time and resources to drive positive change. Founder John Jenkins, alongside CEO Greg Banner, and President Monica Szakos Cramer share a passion for serving others. Together, they have dedicated 1% of their firm’s profits and time from every calendar year for charitable giving. Their commitment has helped fuel social change for organizations such as Trees for the Future, Helen Woodward Animal Center, FACE Foundation, Promises 2 Kids and Jacobs Cushman Food Bank. Recognizing the impact that the pandemic had on the non-profit sector, the team’s commitment only strengthened, inspiring them to connect further with the San Diego community and organizations that have a direct, local impact. Read more about the 1% pledge at Asset Preservation Strategies HERE.
“Our entire leadership team is unified in the calling to serve, and we value the fulfillment we receive in being able to make a true and tangible difference in the lives of others.” –John Jenkins, Founder and Chairman, Asset Preservation Strategies
About Asset Preservation Strategies:
Asset Preservation Strategies offers collaborative wealth management for affluent individuals and families. For over 30 years, their 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, the team at APS is not only required by law to keep clients’ interests first, but their passion and primary goal is to advance responsible stewardship of assets and achieve the best possible outcome for each client.
NO OFFER OR SOLICITATION: The contents of this press release: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Asset Preservation Strategies, Inc is a DBA of Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Investment Advisory Services offered through Axxcess Wealth Management, LLC. Securities offered through Arete Wealth Management, LLC Member FINRA, SIPC, NFA Asset Preservation Strategies, Inc., Arete Wealth Management, LLC nor Axxcess Wealth Management, LLC are affiliated. Axxcess and Arete do not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Arete Wealth Management, LLC Member FINRA, SIPC, NFA. Information pertaining to Arete Wealth Management, LLC and its registered persons are available through the FINRA’s Broker Check System or by calling the FINRA’s Broker Check Hotline at (800) 289-9999.
Learn More:Asset-Preservation.com
Contact Details
Sterling Public Relations
Paula Steurer
+1 949-200-6566
Company Website
https://asset-preservation.com/
View source version on newsdirect.com: https://newsdirect.com/news/asset-preservation-strategies-inc-celebrates-1-pledge-giving-back-to-the-san-diego-community-496291310
