Building wealth and stewarding it are not the same skill. Preserve Private Wealth was founded on that belief. For many of the families we serve, wealth has been created through real estate, closely held businesses, or years of ownership and leadership. That kind of wealth is often concentrated, illiquid, and shaped by significant liquidity events. The discipline required to build it is not always the same discipline required to steward it well. Mario A. Zumbo, CFP®, CEPA®, founded the firm in 2023 after more than a decade at Charles Schwab, Fidelity Investments, and Goldman Sachs. His appreciation for entrepreneurship began early, influenced by a grandfather who operated a small business for more than 50 years. The intellectual rigor instilled by his father, a lifelong professor, shaped his analytical approach to investing and planning. That balance of ownership and discipline continues to define the firm today. Preserve Private Wealth focuses on: • Disciplined, sophisticated investment management • Liquidity and leverage planning before, during, and after major sales or exits • Coordinated tax, estate, and risk decisions with trusted advisors • A personal relationship grounded in trust and discretion As a fee-only, independent registered investment advisor with no outside ownership, we answer solely to our clients. PPW is based in the Washington, DC metro area and serves clients nationwide.