Our Professionals

Wealth Preservation Partners, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA (Robert Fiondella - CA License #0B28651), CO, CT, DC, FL, GA, IA, IL, IN, KS, MD, ME, MA, MI, MO, MS, NC, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WY.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Securities offered in CT, DC, FL, IL, MA, MD, NJ, NY, OR, RI, and VA. Residents of other states should consult with a local registered representative for securities products.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.

The material presented here is intended for information purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.