top of page

Wealth Preservation Associates

Securites offered through LPL Financial Member FINRA/SIPC

Image by Aaron Burden

About Us

We focus on retirement planning for clients that are already retired or for clients that are looking to retire in the near future. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Wild Path
Image by Towfiqu barbhuiya
Image by James Hose Jr
Graduation Ceremony

Retirement Planning 

Estate Planning

529 Plans

Interested in getting advice from an experienced and professional Financial Planner? Call me today and see what I can do for you.

The Team

Jonathan P. Grocott
Managing Director
Wealth Planner

Deanna M. Steffensen
Office Manager

Contact Us

4330 Southport-Supply Rd SE
Suite 203
Southport, NC 28461

Office: 910-477-6102 Fax: 910-477-6119

Thanks for submitting!

bottom of page