AP
Asset Preservation Wealth & Tax, Financial Advisors
Caring, expert financial guidance for lasting security.
5
Business
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Caring, expert financial guidance for lasting security.
Located at 355 E Germann Rd #150 in Gilbert, Asset Preservation Wealth & Tax, Financial Advisors earns praise for knowledgeable, professional guidance and genuine client care. Reviews highlight long-term relationships, steady portfolio growth, and clear, personalized communication. The team emphasizes accessibility and a secure, long-term future, with Nathan Faldmo noted as a dedicated advisor, and a focus on empowering women in investing.
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Tailored portfolio strategies for steady growth aligned with your financial goals and risk tolerance.
Expert tax optimization and filing services to minimize liabilities and maximize savings.
Customized retirement strategies to ensure a secure and comfortable future.
Empowering clients with knowledge through workshops and one-on-one sessions, including initiatives like 'Investing is for Girls'.
Strategies to protect and transfer assets efficiently for long-term family security.
Overall rating
Ken Obray
Nathan is one of the absolute best financial advisors I’ve had the pleasure of working with. He is very knowledgeable, professional and you can feel he really cares about taking care of his clients. Highly recommend working with the Asset Preservation group and Nathan Faldmo!
Daniel Collinsworth
I can’t recommend Nathan enough as a financial planner. Throughout a period filled with many life changes, he has been an invaluable resource, consistently making himself available for every question and change in approach. Nathan is truly an advocate for his clients, focusing on our long-term goals with a thoughtful, strategic mindset. His ability to ask the right questions leads to meaningful insights and follow-ups that we might not have considered ourselves. It’s clear that he’s not just managing finances—he’s genuinely invested in helping us build a secure future. Thank you, Nathan, for your support and dedication!
Dave Park
We feel quite fortunate to have met Nathan and to have him as our financial advisor. He takes the time to explain all options and we always feel that he has our best interest at heart. Any questions or concerns are always addressed promptly, and we feel quite confident with Nathan and Asset Preservation guiding us with our financial future.
Jo Teeter
I have known and worked with Nathan Faldmo for several years now and I highly recommend him for helping you with your investment account. He is very knowledgeable about the market and the financial tools available to help with achieving your goals. He is genuinely interested in you and your family and always asks about them. I would definitely think about working with Nathan if you want someone who is friendly, knowledgeable and listens to your wants and needs.
Angela Lyon
I have had the pleasure of working with Nathan for over 10 years, and I consider myself incredibly fortunate to have found someone as knowledgeable and dedicated to help me navigate my investments. Over the years, I have been consistently pleased with the steady and meaningful growth of my portfolio. Nathan possesses an exceptional understanding of the investment world, but what truly sets him apart is his deep commitment to his clients and their well-being. In an industry that can often feel transactional, Nathan stands out because he genuinely values relationships. He always goes above and beyond to ensure I feel secure, informed, and comfortable with every aspect of my investments. No question is ever too small or too complex for him, and he never hesitates to carve out time to answer them with kindness and patience. His approach makes me feel valued not just as a client, but as a person. One of the most impressive things about Nathan is his dedication to making investing accessible and empowering for everyone, especially women. He started a project called Investing is for Girls to inspire his daughters to feel confident in managing their finances. This initiative makes me feel seen and included, especially in an industry where I have often encountered condescension from others who don’t take the time to explain things kindly or thoroughly. Nathan is incredibly kind, encouraging, and understanding. I always feel heard and respected in our conversations. Nathan also has a remarkable ability to tailor his communication to suit the individual. For example, he knows exactly how to talk to my mom, who prefers reassurance over detailed explanations, and with me, he goes into more depth and provides examples that help me grasp the intricacies of my portfolio. I can’t recommend him enough to anyone looking for someone who is not only brilliant at what they do, but also genuinely cares about the people they work with.
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