About

Our Team

Mario A. Zumbo,

CFP®, CEPA®

Founder & Wealth Advisor

Mario is the Founder of Preserve Private Wealth, where he works with real estate entrepreneurs, business owners, and high-income families navigating complex financial lives.

After over a decade at leading financial institutions — including Charles Schwab, Fidelity Investments, and Goldman Sachs — he founded PPW to provide a more thoughtful, personalized approach to wealth management.

Mario is known for helping clients think through decisions around liquidity, investments, and how their entire financial picture fits together so they can move forward with clarity and confidence.

Mario lives in the Washington, DC area with his wife, Kate, and daughter, Siena. He enjoys staying active, traveling, and making his own wine.

Berend van Roijen,

CFA, CAIA

Investment Research & Strategy

Berend works closely with PPW on investment research, strategy, and portfolio management. He has over 15 years of experience across institutions including Bloomberg, Credit Suisse, and Goldman Sachs.

His work is focused on rigorous research, thoughtful portfolio construction, and identifying high-quality investment opportunities across both public and private markets.

Berend’s experience, combined with his academic background, brings a disciplined, institutional approach to managing complex portfolios.

Berend lives in Charlottesville, Virginia, with his family. He enjoys traveling and spending as much time outdoors as possible.

Lauren Desmarteaux

Client Service & Operations

Lauren leads client service and operations, ensuring a seamless experience from onboarding through ongoing support.

With over 15 years in financial services, she works closely with clients and their families to manage the day-to-day details — helping bring organization, responsiveness, and consistency to increasingly complex financial lives.

Lauren lives in Florida and enjoys staying active and spending time with her family. Originally from Canada, she loves all things hockey.

WHO WE SERVE

Our Clients

Real Estate Entrepreneurs

We work with real estate entrepreneurs and professionals whose wealth and careers are closely tied to the industry. From principals and partners of investment and development firms to executives and attorneys across the real estate ecosystem, we help clients navigate the unique financial realities of real estate, including concentration risk, liquidity planning, and long-term wealth strategy.

Explore our real estate expertise

Business Owners

We help business owners navigate the complexities of wealth created through ownership. From building and scaling to preparing for a liquidity event or managing life after an exit, we provide integrated guidance across investments, taxes, and long-term planning, so you can stay focused on your business and your life.

High-Income Families

We help high-income families navigate the complexity that comes with meaningful wealth. From tax and estate planning to retirement, education planning, and multi-generational wealth strategies, we provide integrated guidance so you can focus on your family and your life, not the financial details.

OUR STORY

Behind our brand

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.