Charles Winfrey and AssociatesNavigation Home Home Home Home Home Home


Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player




Enter your email address to
get this free guide.

Your email will not be shared or sold to a 3rd party.

Steven Suib is President of Preservation Wealth Management, based in Malvern, PA. As a result of Mr. Suib’s planning strategies, his clients are potentially freed from the chains of financial worry, and they are able to spend time doing the activities that bring them the most internal satisfaction.



Welcome to Preservation Wealth Management
Retirement and Income Planning

The mission of Preservation Wealth Management. is to “assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of planning including financial, insurance, tax and legal strategies. We assist them in gaining clarity in a world of increasing complexity by serving as our clients’ ‘Personal CFO’.”





Professional Financial Services

  • Investment Planning and Management (Accumulating Wealth)
  • Asset Preservation and Protection (Optimizing Wealth for Retirement)
  • Income Planning (Efficient Distribution of Retirement Savings)

Client Services

  • Periodic Newsletters
  • Client Education/Social Events and Seminars
  • Collaboration with other Professionals (Lawyers, CPAs, etc.)
  • Immediate Phone Response
  • Periodic Reviews
  • No Proprietary Investments
  • Team Approach/Customer Service
  • Focus on your Goals and Objectives

Profile of Ideal Clients

  • Age – 50 to 75
  • Location –Pennsylvania, New Jersey and Delaware
  • Pre-Retired and Retired

Benefits and Results of Working with Steve Suib and his Team

  • Relief and Peace of Mind  in your Financial Future
  • Freedom and Time to do what you Love to do (Stress Free)
  • Organization of all Financial Assets
  • Ability to Confidently and Comfortably Plan your Future


Don't Gamble With Your Retirement Savings. Call Us To Schedule Your Complimentary
3-Step Review. We Can Show You How To Protect Your Life Savings And Add A Pension To Your Sources Of Income Even If You Don't Have One From Your Employer.