Be Empowered.
Be Independent.
Be Understood.
The strength of simplicity and clarity in your daily money management.
What is Preferred?
A woman-owned and focused money management and fiduciary firm providing affluent clients and their loved ones with confidence and transparency in their daily financial lives.
Preferred tailors our services to fit each client’s needs by asking the right questions and, more importantly, actively listening to the answers.
Recognized By
The Preferred Team has been creating long-term, proactive relationships with their clients since 2012.
Are your concerns...
Quality and ease of life?
Potential fraud?
Cognitive issues of a loved one?
Engaging a trustworthy power of attorney, trustee or conservator?
Choose your money management path
Preferred
- Account Reconciliation
- Bill Payment
- Organization of Tax Documents
- Account Monitoring
- Supply Monthly Financial Reports
Preferred plus
- All Services in Preferred Package
- Assistance with Banking Transactions
- Resolution of Vendor Issues
- Payroll Processing
- Coordination with Tax Accountant
Preferred premium
- All Services in Preferred Plus Package
- Liaison Services Between You & Service Providers
- Budget & Cash Flow Analysis
- Insurance Portfolio Assessment
Add Fiduciary Services to any of the above packages
Preferred has the ability to act as a power of attorney, trustee, executor and conservator.
TestimonialS
My only problem with Preferred is that I did not find them 10 years ago. They have made my financial life calm and stress free. The team always goes beyond what is expected and is brilliant in dealing with what is the unexpected. I trust their judgement in every way.
Georgia S.
One of my boss’ previous employees left much of my employer’s household in disarra. Because of this, I’ve spent a lot of time going through and getting things up to date and taken care of. I can honestly say that without the help we received from Donna and Vickie I would not have been able to keep up with, much less organize, the affairs of my employer. They helped us with finding duplicate accounts, tracking down and getting compensation from companies that we had double-paid, getting caught up on taxes, and helping my employer navigate some truly difficult situations. I believe wholeheartedly that they are working hard because they care for my employer. I cannot recommend them enough.
Patrick J.
