Private Wealth Management and Family Office Services for Affluent Individuals and Families
Asset Preservation Strategies (APS) is affiliated with Belpointe Asset Management, LLC, a Registered Investment Advisory (RIA) firm. specializing in wealth preservation, investment strategies, tax planning, and estate coordination for affluent individuals, families, and business owners.
Based in San Diego and serving clients nationwide, APS provides the expertise, resources, and high-level financial coordination needed to manage significant wealth. Our advisors have decades of experience working with affluent families and business owners, helping them navigate the complexities of wealth.
Proactive Wealth Planning for Long-Term Success
Strategic wealth management isn’t just about growing assets—it’s about ensuring that every financial, tax, and legal decision is aligned. As recognized thought leaders in the financial industry, APS not only advises clients but also teaches CPAs, attorneys, and financial professionals nationwide on advanced planning strategies. This depth of expertise allows us to stay ahead of an evolving financial landscape, ensuring your wealth structure is optimized to protect assets, adapt to market changes, and create lasting financial security.
Family Office Services and Comprehensive Financial Coordination
Managing substantial wealth requires more than a single advisor—it demands a team working in sync. APS integrates tax strategies, estate planning, and investment management with access to Belpointe Family Office and other groups, giving you direct support from experts in tax law, trusts, and high-level financial structuring.
Access to Exclusive Investment and Tax Strategies
APS offers clients access to advanced investment opportunities and tax-efficient wealth structuring—providing institutional-level strategies designed for high-net-worth investors.
Decades of Expertise in Wealth Preservation
With over 40 years of experience, APS has helped affluent families and business owners navigate generational wealth transfer, market shifts, and evolving financial goals. As fiduciaries, APS is strategy- and product-agnostic, meaning we offer conflict-free guidance, not prepackaged financial products tied to corporate incentives. Instead, our strategies are tailored solely to your needs, ensuring that every recommendation is designed with your best interests in mind.
Your Wealth, Aligned and Optimized
APS provides the expertise, coordination, and high-level strategies to ensure your financial decisions work together seamlessly. Schedule a consultation today to explore how we can help you protect, grow, and preserve your wealth.
Our Story: A Legacy of Wealth Management Built on Integrity and Expertise
For over 40 years, Asset Preservation Strategies (APS) has helped affluent individuals, families, and business owners navigate the complexities of wealth management.
APS was founded in 1980 by John Jenkins, who saw firsthand the inefficiencies and lack of transparency in traditional financial services. Frustrated by middle management and a system that put corporate interests ahead of clients, he took a leap—enrolling in a financial planning course that set the foundation for a firm built on integrity, innovation, and client-focused solutions.
What began as a vision has grown into a firm built on the values of family, philanthropy, and independence. APS has earned its reputation not just through financial expertise, but through decades of trust, collaboration, and a dedication to the San Diego community.
In 2024, John retired, passing leadership to long-time partners Greg Banner and Monica Szakos, who continue to evolve APS’s approach while staying true to its founding principles. Today, APS remains deeply committed to helping clients achieve financial freedom, create meaningful impact, and build lasting legacies.
→ Let’s Build the Next Chapter of Your Legacy
For over 40 years, APS has been a trusted partner in wealth preservation, investment management, and financial strategy. If you’re looking for a firm that values integrity, independence, and personalized financial planning, let’s start the conversation.