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Preferred Capital Management, LLC

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Preferred Capital Management, LLC

Overview:

Preferred Capital Management, LLC, is a wealth management firm located in Dublin, Ohio. Founded by Donald Brough in 1980, Preferred Capital Management (PCM) is experienced in retirement planning, asset accumulation, risk management, and wealth transfer strategies. We work with both individuals and businesses, helping them to achieve their financial goals and dreams. With informative analysis as the backdrop, PCM delivers concepts and strategies designed to maximize your wealth and monitor your risk. We work in a way that is caring and precise, and treat each client with the utmost consideration and respect.

What We Offer:

Retirement Planning - We work with CFP's, CPA's, attorneys, qualified plan specialists, etc. to create your comprehensive Envision plan, designed to help you clarify and realize your life goals.

Asset Accumulation - Simply put, our goal is to provide clients with a smoother investing experience without the drama of unexpected investment risk.

Risk Management - As part of the Envision process, we can evaluate your current insurance policies to help make sure they are suitable for you and your family.

Wealth Transfer - Establishing a comprehensive estate plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. The Envision process helps to define and integrate your estate strategy into your overall plan.

Small Business Planning - We will consult with you to evaluate or establish employee retirement plans, executive compensation, and business buy-sell/continuity strategies. We will meet with your organization, on a complimentary basis, to explore how we can best meet your needs.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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