Preferred Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Duc Tran

Duc Tran

CRPC®

Financial Advisor

Franchise Owner
Visit Duc Tran's website
Joseph Pates

Joseph Pates

CRPC®

Financial Advisor

Visit Joseph Pates's website
Kyle Nakano

Kyle Nakano

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Nakano's website

Team

Aaliyah Pates

Assistant