About
Our Team
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WHO WE SERVE
Our Clients
Business Owners & RE Investors
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We support business owners throughout their entire journey, offering specialized support for those preparing for an exit or managing a liquidity event. We also have extensive experience working with real estate investors and developers, helping them navigate the industry's unique challenges and opportunities with confidence.
Retirees & Pre-retirees
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Planning for retirement can be overwhelming. Transitioning from relying on a steady paycheck to relying on your assets is a significant shift—both financially and psychologically. We guide couples through a methodical financial planning process to get them to and through a successful retirement.
Inheritors, Widows & Divorcees
Carrying out the values of wealth created from previous generations is a privilege and a responsibility—ensuring that hard-earned assets endure for future generations. At PPW, we also have extensive experience in guiding widows and divorcées through the complexities of life’s most challenging transitions.
OUR STORY
Behind our brand
PPW was founded by Mario A. Zumbo, CFP®, CEPA®. Mario’s passion for entrepreneurship and helping others was sparked at a very young age by his grandfather, a small business owner for over 50 years. His entrepreneurial drive has always been balanced by the intellectual curiosity instilled in him by his father, a lifelong professor. Mario is fortunate to have found his true calling as a financial advisor. It brings together his passions—the markets, investing, financial planning, building wealth, and real estate—with what he does best: being a good listener, building meaningful relationships, and offering thoughtful, trusted advice. After more than a decade at some of the world’s leading financial institutions—Charles Schwab, Fidelity Investments, and Goldman Sachs—he founded Preserve Private Wealth (PPW) to build the kind of firm he'd be proud to refer a loved one to—and where he'd personally want to be a client. Today, Mario leads a team of dedicated professionals and partners from various domains – investment research, lawyers, insurance specialists, CPAs, and more – who share in his mission of making wealth management uniquely tailored to meet the needs of today’s high-net-worth families.
