WHO WE ARE
About Us
Preserve Private Wealth (PPW) was founded on the desire to curate a wealth management experience that delivers the service and sophistication that high- net-worth (HNW) and ultra-high-net-worth (UHNW) clients are accustomed to, but is so personal and customized that it simply can’t be replicated by the larger firms.
Finding the right advisor is a decision that should not be taken lightly. The right advisor fit should be one you feel a personal connection to, have unwavering trust in and know the technical advice being delivered is sound and first-rate. When you become a client of PPW, you gain a true confidant and quarterback of your personal and financial life.
PPW is based in the Washington, D.C. metro area, but serves clients throughout the country.
The Founder
Mario A. Zumbo
Mario is the Founder and President of Preserve Private Wealth. Prior to founding PPW, Mario was a lead advisor and served as Vice President / Wealth Manager for Goldman Sachs.
Mario and his team advised high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, crafting sophisticated investment portfolios and providing complex financial and estate planning. The firm oversaw approximately $2.5 billion in client assets. Prior to Goldman, Mario worked as an advisor at both Charles Schwab and Fidelity Investments.
Mario holds a B.S. from University of Maryland’s Robert H. Smith School of Business with a degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Exit Planning Advisor, CEPA.
Outside of work, you can find Mario and his wife Kate doing one of the following: spending time with their family and friends, supporting their local sports teams, exercising, traveling, or golfing.
WHAT WE DO
Our Services
Financial Planning
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Pre-transaction / exit planning
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Retirement planning
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Estate planning
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Insurance
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Tax mitigation
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Lending
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Charitable giving
Investment Management
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Cost efficient, customized portfolios
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Best of active & passive
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Individual stocks
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Individual bonds
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Exchange traded funds (ETFs)
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Alternative investments
Trustee Services
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Individual trustee
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Corporate trustee
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Low cost
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Fiduciary
Multi-family Office
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Curated family office solutions
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Legacy planning
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Private investments
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Account administration
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Philanthropy planning
WHO WE SERVE
Our Clients
Entrepreneurs
and Business Owners
The call to an advisor is typically the last call right before, or the first call right after, a liquidity event occurs. By then there are many planning opportunities that have come and gone. We help business owners throughout all parts of their business lifecycle and can add particular value for those planning for an exit or successful transition into retirement.
Corporate Executives
The demands of the corporate world are greater today than they have ever been. We guide executives through a methodical financial planning process to get them to and through a successful retirement. Looking to change jobs, careers or strike out on your own? We can help with that, too.
Multigenerational Wealth
Carrying out the values of wealth created from previous generations is a privilege and a responsibility. We act as the glue between multiple generations to ensure the hard-earned money of earlier generations persists for future generations. PPW also has extensive experience working with divorcées and widows, navigating the complexities that come with such strenuous transitions.
Sophisticated guidance delivered with modern efficiency
Unsure if we're a good match?
Email us today to schedule an introductory call to get your Free Financial Assessment.
QUESTIONS?
FAQs
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Are you a fiduciary?
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Unequivocally, yes. We believe there is no other way to provide financial and investment advice other than by always putting our clients’ best interests first.
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Do you take custody of my accounts?
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No, we partner with the leading custodian in the industry: Charles Schwab. Your assets will always be held at one of these institutions with the ability to access your accounts 24/7.
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How will my assets be protected?
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Sleep well knowing your assets are protected against losses due to unauthorized activity. Please see the links below detailing how Schwab protects your assets along with their Security Guarantee. As an extra layer of protection, PPW also has its own Cyber insurance.
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How do you get paid?
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Our fees are based on the industry standard percentage of assets under management (AUM) model. Fees are billed quarterly, debited directly from your investment accounts and will vary depending on the relationship size and complexity of your situation. For a select number of Entrepreneur & Business Owner clients, we do offer a retainer fee arrangement to help them through pre-transaction & estate planning, prior to a liquidity event.
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Contact Details
4500 East West Highway, Suite 150
Bethesda, MD 20814
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