Founder at Preservation Wealth Management
King of Prussia, Pennsylvania
Steven A. Suib RICP®, Founder, is a licensed independent financial professional at Preservation Wealth Management in King of Prussia, Pennsylvania with 24+ years of experience. Specializing in Retirement Income Planning, Wealth Preservation, Investment Strategies. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 610-768-7789 | 215-801-6350
Email: [email protected]
Website: https://www.retirementsafety.net/
Licensed Independent Financial Professional · 24+ Years Experience · SafeMoney Certified™
Steven A. Suib, RICP®, is a trusted financial advisor and the founder of Preservation Wealth Management in King of Prussia, Pennsylvania. As a Safe Money Certified™ professional, 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 Retirement Income Certified Professional (RICP®), Steven specializes in retirement income planning, helping clients in King of Prussia, Pennsylvania and the greater Philadelphia region 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:
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.
Contact Steven today to discuss your retirement planning needs in King of Prussia, Pennsylvania and the Philadelphia metropolitan area.
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Steven A. Suib RICP® at Preservation Wealth Management offers Retirement Income Planning, Wealth Preservation, Investment Strategies in King of Prussia, Pennsylvania. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Steven A. Suib RICP® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.