Bill, his wife Susan, and son-in-law, Matt, work in an informal home office environment.
Bill Fowler began his professional life as a commissioned Army aviator. He earned numerous awards and medals during his service in Europe and Vietnam. As a civilian pilot, Bill flew for United Airlines and Pan American Airways. In his mid-twenties, and while flying for the airlines, Bill began his financial services career by starting and managing an equipment finance business that grew to multiple offices in three states.
He continued his business career as a real estate developer and real estate investment manager, owning and managing today’s equivalent of over $500 million in property, then decided to shift his focus to exclusively serving individuals and their families through his financial planning and management firm.
Since 1987, Bill’s purpose in life has been to devote his knowledge and experience to helping individuals and their families live happier more secure lives, through financial and estate planning, financial management and investment, and ongoing administration and implementation of their plans. He owns Wealth Management
and Preservation, LLC, a Registered Investment Advisor, holds securities series
7, 24,63 and 66 and holds all insurance licenses required in order to meet the
needs of his clients. He believes that protection against loss must be the foundation for every investment management strategy and that ongoing education is the primary contributor to successfully meeting financial goals. Bill’s belief in the importance of education caused him to conduct over 400 seminars and college level classes in the subjects of financial planning, investment management and estate planning. He has since retired from public teaching in order to be able to devote more time to serving his clients.
Bill is especially focused on the needs of Seniors and provides education and services in all areas of Senior life: Including retirement
investment and cash management, Social Security, Medicare, Senior health
insurance issues, estate planning (wills, trusts, and all of the other
documents that may be important to secure peace of mind and the appropriate
distribution of assets). He believes all financial managers and advisors
should act as a fiduciary, always placing the needs of the client above his own. In that
regard, his compensation is based upon a percentage of assets under management
(or net worth) rather than on "commissions." Bill is an advocate for insurance industry development of "non-commissioned" products with full disclosure of all aspects of any policy offered through Registered Investment Advisers, such as himself.
Bill and his wife, Susan,
have been married for more than four decades and are the proud parents of three
daughters. Bill’s son-in-law, Matthew (Matt) Ludwick, is a member of his firm
and is responsible for client
administrative service where he competently and pleasantly meets the
day to day needs of the firm’s clients. Bill loves to serve others,
is an avid sailor, and is a perpetual student of American
history, economics, and all topics related to the disciplines of financial
planning and management. Bill and Susan have been married for more than three decades and are the proud parents of three daughters.