Preferred Capital Management - Your Goals, Our Vision

Retirement Planning.  Asset Accumulation.  Risk Management.  Wealth Transfer Strategies.

Who We Are:

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.

 

Our Philosophy:   

Preferred Capital Management utilizes a disciplined, financial advising approach that focuses on helping our clients live the one life they have, the best way they can.  We call this unique goals-based advising system Envision® (available through Wells Fargo Advisors Financial Network).

What should Envision mean to you?  Envision's goal is to identify and to minimize unncecessary and unexpected investment risk, seeking to avoid the sacrifice of saving more than necessary and, dynamically, measuring progress toward accomplishing the goals you value.  All of this is done within the context of understanding the inherent risk of financial markets by balancing your choices and priorities to provide you with a sufficient level of confidence, without too much uncertainty or irrational sacrifice.

Our investment process is designed to (1) provide a clear line of communication between us, (2) determine how to accommodate your unique requirements, and (3) manage your funds.

 

Our Process:

The following is a summary of how this process works: 

 

  1. First, we want to get to know you better, clarify your financial goals, and prioritize your objectives.  Then we will discuss how our team of professionals will work hand-in-hand with you to develop your personalized wealth management plan. 
  2. Next we assess your current wealth trend through extensive analysis.  This analysis will show us how likely you are to achieve your financial goals, and highlight the issues that need the most attention.
  3. Upon evaluating your current trend, we then help you formulate a long term financial strategy.  This strategy will have measurable action steps to help keep you on track.  In this process, we also consult with other financial professionals, such as attorneys and CPA's, to confirm any legal and tax implications.*  This plan will take into account your personal preferences and risk tolerance.  We feel that managing risk is a key consideration for any long term plan.
  4. Finally, we provide ongoing service and support.  We will establish regular update meetings during the year to keep you informed of your current status, and make changes as necessary.

 

  * Preferred Capital Management, LLC and Wells Fargo Advisors Financial Network do not provide tax or legal advice.