Preferred Wealth Advisors is a comprehensive Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate and Tax strategies, Insurance and a full range of Employee Benefit Plans...
Preferred Wealth Advisors is a successful financial and retirement planning and income distribution firm based in Windsor, Wisconsin. We take a holistic approach to financial planning that helps educate our clients in everything from investments, retirement, and insurance to long-term care and estate planning. This helps them to be more confident in their decision-making process.