Wealth Preservation Partners, LLC

92 Hopmeadow Street
Simsbury, CT 06089 (Map)

(860) 408-6188 (Phone)
(860) 408-6194 (Fax)

Send Us an e-Mail

We provide
specialized services in:

  • Coordinated Retirement
    and Investment Planning
  • Insurance and Asset
    Protection Strategies
  • Estate and Charitable Planning
  • Business Succession Planning
  • Employee and
    Executive Planning

WELCOME

Wealth Preservation Partners, LLC is a financial service boutique that has been helping our clients accumulate, preserve and distribute their wealth for 25 years. Our team consists of experienced and highly skilled professionals who work together to provide strategies and solutions for our clients through a customized wealth management process.

Our mission is to guide and educate individuals, families and business owners in maximizing their financial potential. We are committed to delivering the highest level of professional service possible while helping people identify and attain their long-term financial goals.