Our Story

At Capital Preservation Group, we understand that financial decisions are rarely just about numbers. They're about timing, responsibility, family, and making the right choice—not just today, but years from now.

We work with individuals and families who are thinking ahead.
People who want to protect what they’ve built, make thoughtful decisions, and feel confident about the direction they’re choosing.

Our approach is simple by design. We take the time to listen, explain options clearly, and walk through decisions at a pace that makes sense for each client. Some conversations are short. Others unfold over time. We value both.

Capital Preservation Group was built on the belief that trust is earned through consistency, transparency, and follow through. That means being available, answering questions, and helping clients understand not just what they’re choosing, but why.

We’re thorough and deeply invested in getting things right for you. We look forward to meeting you.

–The Capital Preservation Group

Chip
Mark
Camille