Asset Preservation Wealth & Tax, Financial Advisors - Gilbert, Arizona

Buzz Black

Nate has been an outstanding financial advisor. He consistently offers clear, insightful guidance tailored to my unique financial goals. His attention to detail and proactive approach make me feel confident in every decision we make together. Nate’s expertise in navigating market trends and his ability to explain complex strategies in a straightforward way have been invaluable. He’s always approachable, quick to respond, and genuinely committed to helping me grow and protect my investments. I highly recommend Nate for anyone seeking a knowledgeable and trustworthy financial partner.

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.

Mary Rose Eagan

Working with Nathan Faldmo and Asset Preservation Wealth has truly been a game-changer for me and my financial journey. From our very first meeting, Nathan took the time to understand my unique goals and concerns, crafting a personalized plan that felt tailored just for me. His ability to simplify complex financial topics made it easy to grasp the strategies we were implementing, and I always appreciated his transparency and open communication. Nathan’s genuine care for his clients shines through in everything he does, creating a supportive atmosphere that makes me feel valued. If you're looking for a financial advisor who truly prioritizes your success and wellbeing, I can’t recommend Nathan and Asset Preservation Wealth enough!

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.

Mike Meadows

Highly recommend Nathan and the team.
I met with many advisors (understatement) and for Nathan to be one I could trust to understand our goals and actually someone that would be a partner in our retirement. Their radio show on saturdays is informing while be entertaining at the same time. Don't pass the opportunity with work with these professionals.

Darren Neilson

Nathan is a trusted advisor. He is great to work with and always prompt and thoughtful. He is the best and I know he always has my best interests in mind.

Will Joslyn

I am happy to recommend Asset Preservation Wealth & Tax! Nathan Faldmo has the knowledge and integrity required of a good financial advisor. It brings me great comfort to know that my finances are in such good hands!