Doing What’s Right, Every Time— Your Money Deserves Nothing Less
Integrity-built strategies designed for your life, not our bottom line.
At Golden Rule Wealth Preservation, we believe doing what’s right isn’t just a motto—it’s a mission. Every conversation, calculation, and recommendation begins with your best interests at heart. We listen first, plan second, and deliver strategies built to help you breathe easier—because your money should work as hard and honestly as you do.
When Advice Isn’t Built on Integrity, Retirement Feels Like Guesswork
You’ve worked hard, saved faithfully, and still wonder—“Am I truly prepared?” We find that too many firms push products, not principles. That’s why at Golden Rule Wealth Preservation, we use strategies designed to replace confusion with clarity. Every recommendation aligns with what’s right for you—not what’s convenient for us—so you can retire with confidence, not questions.
Integrated Strategies—Rooted in Integrity, Built for Your Future
Our comprehensive services help ensure that every part of your financial life moves in the right direction, guided by wisdom and principle:
Retirement Income Planning
Reliable cash flow designed around your lifestyle.
Tax-Minimization Strategies
Keep more of what you earn.
Insurance Strategies
Protect what matters most.
Life & Long-Term Care Insurance
Safeguard your health and your family’s well-being.
Wealth & Asset Management
Balancing growth with responsibility.
Social Security Optimization
Maximize your benefits the smart way.
Retirement Distribution & Cash Flow Planning
Turn savings into sustainable income.
Business Succession Planning
Transition with confidence and care.
Risk Tolerance Profiling
Investment strategies aligned with your comfort zone.
Tax Loss Harvesting, Asset Allocation & Diversification Strategies
Precision adjustments that protect and grow.
Estate Tax Strategy
Preserve your legacy for generations.
Delivered by experienced financial professionals who live by one principle: Do what’s right, every time.
Meet Joe Wehrly
Friend, Father, Financial Trailblazer
With nearly 20 years of experience, Investment Advisor Representative Joe Wehrly helps clients grow and protect their wealth through personalized investment, tax minimization, and insurance strategies. Guided by his philosophy to “Do what’s RIGHT. EVERY TIME,” he upholds his values and standards by always putting clients’ best interests first.
Our Greatest Accomplishment Is Your Confidence
As a referral-only business, your trust is a key part of our business. If a loved one could benefit from our services, we’d be honored for the opportunity to do the right thing for their retirement future, too.
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Financial Insights Rooted in Doing What’s Right
Get clear, straightforward insights. Our guides are designed to help you make confident, informed choices based on principles that stand the test of time.