Asset Preservation Solutions, inc.

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Greensboro, NC
Asset Preservation Solutions, inc.

Bringing clarity and relief to the financial world of confusion that is hard to navigate alone.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered
investment advisor. BCM and Asset Preservation Solutions are independent of each other. Insurance products and
services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Asset Preservation Solutions, Inc has been built from the ground up with a

mission to help bring clarity and relief to the financial world of confusion and stress that most people cannot navigate alone. Wesley Walters, founder of Asset Preservation Solutions, Inc, has realized that people spend their whole lives working to build a future of wealth, but have no plan on how to use that hard work to turn that accumulation into preservation and distribution. Wesley’s specialty is long-term retirement income planning with an emphasis on coordinating all sources of income to meet a retiree’s income objectives over their 25-40 year retirement. Each APS strategy begins with a comprehensive, cohesive financial review of their client’s current financial situation, and then focuses on creating a roadmap on how to protect and preserve what they’ve earned with an income allocation strategy fit for their future. APS understands that saving and growing your wealth is critical, but what’s more critical is how to use that wealth to create the retirement lifestyle you have dreamed of. Wesley has been assisting families to protect and grow their assets for 20 years. When meeting with families age 55 and higher, he has heard many stories of how their finances had been decimated by the 2000-2003 stock market correction, and refuses to let this become the story for any of his clients. Wesley added low risk and low volatility investment strategies to his plans that are designed to protect wealth in times of high risk, and grow that wealth when the opportunities arise. Wesley and his team at APS believe in the value of education, and the value of understanding the path to your financial future. They work with each client to provide the clarity they need to feel confident and have peace of mind in the often-blurred world of financial planning, and work with you until you can see the strong path to your successful retirement.

06/08/2026

June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association

06/03/2026

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their

05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

05/19/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

05/08/2026

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by

04/27/2026

If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before you and leave a legacy beyond finances for those coming after. Check out our blog for some ideas on how to get started.

Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history or is just interested in how your own story fits into the larger human

04/20/2026

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

04/13/2026

If you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. Let’s take a look at how a true long-term tax strategy goes beyond the annual filing ritual and how the components of a comprehensive strategy fit together in this week’s blog:

Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true long-term

04/06/2026

If you’re interested in new ways to provide for your children's long-term financial goals, you might want to check out the new Trump accounts available for those under 18 starting this year. Check out our blog to learn more about this new investment opportunity:

As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but

Address

1400 Battleground Avenue, Suite 100A
Greensboro, NC
27408

Telephone

+13362819990

Website

http://www.assetpreservation.net/

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