Asset Preservation Wealth & Tax, Financial Advisors - Las Vegas, Nevada

Kristen Stephenson

I had the pleasure of working with Kyle Soscia as my financial planner, and I couldn't be more satisfied with the experience. From our first meeting, Kyle demonstrated exceptional expertise and a genuine commitment to understanding my financial goals. He took the time to explain complex concepts in a way that was easy to grasp, ensuring I felt confident in every decision.

Kyle's personalized approach and attention to detail were evident as he crafted a comprehensive plan tailored specifically to my needs. He is always available to answer questions and provide guidance, making me feel supported every step of the way. Thanks to his strategic insights and proactive management, I have seen significant progress toward my financial goals.

I highly recommend Kyle Soscia to anyone seeking a knowledgeable, trustworthy, and dedicated financial planner. His professionalism and passion for helping clients succeed truly set him apart. Five stars!

Dhane Stephenson

We had the privilege of working with Kyle Soscia as our financial advisor, and our experience has been nothing short of outstanding. From our initial consultation, Kyle took the time to understand both our individual and joint financial goals. His expertise and attention to detail made us feel confident in the plan he created for us.
Kyle’s personalized approach was invaluable; he guided us through various investment strategies and budgeting techniques, always ensuring we were comfortable with each decision. His clear communication and responsiveness to our questions made the entire process seamless.
Thanks to Kyle's insights and proactive guidance, we feel more secure about our financial future and are on track to meet our goals. We wholeheartedly recommend Kyle Soscia to anyone looking for a dedicated and knowledgeable financial advisor.

Don Hansen

It has been a real pleasure working with Kyle thus far. He is very personable and comfortable to work with in detailing a financial plan/strategy tailored to my personal requirements/wishes objectives. Most importantly; he listens to me regarding my every financial concerns/questions, and responds to me in an easy to understand/user-friendly way. Looking forward to working and entrusting Kyle in managing my finances/investments!

Bijan N

When it comes to our wealth management and tax related needs, Kyle has been the go to advisor for our family and friends going on almost 10 years. His technical skills and ability to guide us through the steps and planning to meet our financial goals are best in class. I would recommend Kyle to anyone who is looking to efficiently grow their wealth in life, set up financial goals and prepare for a financially comfortable retirement.

Bruno Galindo

I’ve been working with Kyle Soscia for years, and I couldn’t be more pleased with the guidance and expertise they’ve provided. They take the time to understand my financial goals and consistently offer clear, thoughtful advice. Whether it’s long-term planning, investments, or just explaining complex concepts, Kyle is always approachable and knowledgeable.

Their personalized approach has given me peace of mind, knowing that my financial future is in good hands. If you’re looking for a financial advisor who genuinely cares and helps you grow your wealth responsibly, I highly recommend Kyle Soscia

Thomas Tippy

Kyle Soscia is my family and friends go-to financial planner. He helped my parents achieve their retirement goals and set up my family for financial success. I would highly recommend Kyle to anyone looking for a financial planner.

Debra Burgess

Kyle Soscia has demonstrated an excellent understanding of my financial needs and goals and he keeps these clearly in mind when he delivers his advice. I have complete confidence in him and his professional abilities and I have always found his advice to be on point, relevant and prudent.

Janice B

Kyle Soscia has been extremely helpful and knowledgeable. He takes his time to explain strategies and details of financial plans. I am confident he has my best interest going forward.