Steven A. Suib – Helping You Retire with Confidence
Steven A. Suib, RICP®, is a trusted financial advisor and the founder of Preservation Wealth Management, where he has helped individuals and families build financially secure retirements since 2000. With over two decades of experience in the financial services industry, Steven brings both expertise and compassion to his work—empowering clients with personalized retirement strategies designed to protect wealth, generate steady income, and provide long-term peace of mind.
As a Registered Income Certified Professional (RICP®), Steven specializes in retirement income planning, helping clients transition from the accumulation phase of life into a sustainable income strategy that supports their goals for the next 20 to 40 years. His firm’s mission is simple but powerful: to provide a safer, more predictable path to retirement without sacrificing the potential for strong investment returns.
- Steven’s comprehensive retirement planning approach is anchored in three key priorities:
- Protecting retirement savings from unnecessary market risk and volatility
- Attaining reasonable and consistent returns through prudent investment strategies
- Creating a predictable, sustainable income stream that funds the lifestyle clients have worked hard to achieve—while allowing them to leave a lasting legacy
What sets Steven apart is his unwavering commitment to transparency, education, and trust. He understands that retirement planning isn’t just about numbers—it’s about real people and real lives. Whether you’re nearing retirement or already retired, Steven’s clear, strategic guidance helps you confidently face the future, knowing your financial well-being is in capable hands.
Outside of his advisory work, Steven is a lifelong fitness enthusiast who believes that true wealth is found in health, meaningful relationships, and the freedom to enjoy life. His personal philosophy is grounded in gratitude, and he considers his greatest achievement to be the incredible people his children have become.
If you’re seeking a professional who combines financial expertise with real-life experience, Steven Suib and Preservation Wealth Management offer the knowledge and care needed to help you retire with clarity and confidence.
👉 In this Spotlight Series interview, Steven Suib, RICP®, shares his insight into how he helps clients build secure, income-focused retirement plans. Click here to learn more about his process and philosophy—and discover how you, too, can approach retirement with peace of mind.
