WEALTH ACCUMULATION & PRESERVATION, INC. is a leading financial advisory firm with a team of experienced advisors dedicated to helping individuals and families achieve their financial goals. With personalized and comprehensive financial planning, the firm helps clients build and grow their wealth, protect and preserve their assets, and ensure financial security for the future.
The firm has $1 billion in assets under management and has been in business for 10 years with 25 advisors. They offer a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance solutions. Their diverse client base includes high net worth individuals, business owners, retirees, and families.
WEALTH ACCUMULATION & PRESERVATION, INC. operates on a fee-only model, ensuring that their advisors act in the best interest of their clients at all times. The firm was founded in 2010 by John Smith, a seasoned financial expert with over 25 years of experience. As a registered investment advisor, the firm is regulated by the SEC and has a fiduciary duty to act in the best interest of its clients.