Preserve Private Wealth

Preserve Private Wealth

Preserve Private Wealth was founded by Mario A. Zumbo in 2023 after more than a decade at Charles Schwab, Fidelity Investments, and Goldman Sachs. The firm targets high-net-worth individuals and families, specifically real estate entrepreneurs, business owners, and high-income professionals whose wealth is tied up in operating companies or property. Zumbo, a CFP and Certified Exit Planning Advisor, built the practice on the premise that the discipline required to build concentrated wealth differs from the discipline needed to steward it. The firm's investment approach blends traditional portfolio management with private-market access. Berend van Roijen, a CFA and CAIA charterholder who held roles at Credit Suisse and Goldman Sachs, leads investment research, strategy, and alternative due diligence. The firm structures portfolios that address concentration risk by diversifying outside of a client's core real estate or business holdings. Advisory work spans public equities, fixed income, and private credit, with a focus on tax-coordinated strategy alongside a client's CPA and estate attorney. The firm serves clients across the United States from its single office in Bethesda, Maryland. Preserve Private Wealth operates with a three-person professional team. Zumbo leads client relationships and planning. Van Roijen directs asset allocation, manager selection, and alternative investment due diligence. Lauren Desmarteaux, with over 15 years in financial services, runs client service and operations. The firm uses third-party custodians and technology platforms to deliver institutional execution. It is a fee-only RIA, meaning it earns no commissions or product-sale revenue, and it has no external shareholders. Structurally, the firm is independent and founder-owned, answering only to its advisory clients. That independence allows it to combine the bespoke, multi-generational planning typical of a family office with the regulatory framework of an SEC-registered investment adviser. The partnership model with a client's existing tax and legal advisors, rather than an all-in-one captive service, separates it from both wirehouse wealth management and full-service multi-family offices.