About Us - a message from our President

Thank you for considering Wealth Preservation Advisors and for giving me an opportunity to introduce myself and tell you more about our firm. Since 1973, I have followed a simple, yet effective, 4-step process to help families in two key areas: Retirement Income Planning and Long-Term Care Crisis/Asset Protection Planning.

While many firms attempt to be all things to all people, we have found that by focusing exclusively in these two areas, we are able to more confidently design plans that can help our clients manage their assets to last throughout retirement.

Whether you are interested in our retirement planning process or how to pay for long-term care for an aging parent, our process follows a comprehensive and strategic path: