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Team

“Advising Clients For Over 30 Years”

Our team will help you address:

  • Asset Allocation: Seek to reduce investment risk & preserve capital. Asset allocation does not ensure a profit or protect against a loss 
  • Estate Conservation: Seek to preserve your assets from taxes, creditors and “in-laws”
  • Risk Management: Strategies designed with the goal to hedge risks in your portfolio and your life in order to preserve your lifestyle
  • Tax Structure: Determine the appropriate holding vehicles for your assets (business, homes, real estate, investments, charities, etc.)
  • Tax Planning Strategies: Creating forward thinking, flexible and tax efficient strategies designed with a goal to preserve your hard-earned assets
 
Dan is the Founder and President of Wealth Preservation Specialists, LLC, an investment management firm formed in 2005. Dan has been securities registered since 1985 (registrations currently held through LPL Financial). With over 30...

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