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Asset Preservation Strategies

Asset Preservation Strategies

Protecting Legacies for Generations

(858) 455-1825 Client Portal Broker Check
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Testimonials 

Barbara and Jerry O.

“We have had the pleasure of working with John and his team for over thirty years. His guidance encouraged us to make wise investments we would not have had the expertise to make on our own. Because of John’s financial knowledge, thorough understanding of our situation, and warm personality, he has made our golden years, golden.”

Jason R.

“John and Monica and the entire Asset Preservation Strategies team are my financial advisors and support. I am the third generation, relying on their wisdom and expertise in financial planning. It is not just financial planning but truly preserving resources for future developments and generations. They take each client’s unique circumstances and listen intently then lay out a wide range of opportunities providing experience and insight for each decision. My kids will probably be 4th generation in the next few years as they grow and understand how John and Monica shared their wisdom with their parents.”

Leslie Z.

“I’m a 64-year-old divorced woman and entrepreneur with a clear vision for retirement. I can save money, but do not have the expertise to invest it like a professional. John and his team at Asset Preservations Strategies not only manage my money competently, they ensure I understand the plan every step of the way. We are a team. Their mentorship empowers me and creates peace of mind about my financial future. Trust and results. That’s what I want from a financial planner … and John and his team deliver. “

Maurice T.

“We have been with John Jenkins and his company since the 1980’s. In that time, we have seen our portfolio grow to a comfortable level. Anytime we have had questions, John and/or the staff have responded in a timely and clear fashion. As we neared retirement, their advice was reassuring and made the jump to that facet of our lives easier. Finally, we appreciate the annual review meetings and the interest in growing our portfolio.”

Michael C.

“We are the owners and founders of a growing San Diego based company. Asset Preservation Strategies and specifically John Jenkins have been handling our investment accounts for more than a decade, as well as those of our valued employees. Asset Preservation Strategies has assisted ourselves and our employees to make sound and reliable investment decisions which have helped us maintain and grow our assets as we’ve grown our business. We highly endorse this firm as reliable, dependable, informative and trustworthy.”

 

Testimonials are provided by Barbara and Jerry O., Jason R., Leslie Z., Maurice T., and Michael C., all of whom are clients of APS. No compensation was provided for these testimonials. Barbara and Jerry O., Jason R., Leslie Z., Maurice T., and Michael C.’s experiences may not be indicative of all client experiences.

Contact Us

San Diego Location

3636 Nobel Dr, Suite 440
San Diego, CA 92122

Telephone: (858) 455-1825
Fax: (858) 455-6211


Santa Barbara Location

1608 Anacapa St.
Santa Barbara, CA 93101

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Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link: https://www.belpointeasset.com/disclosures Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Belpointe Asset Management offers, or that its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors.

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