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Helping to preserve tomorrow's future today

A fiduciary advisor is entrusted to manage your assets with steadfast integrity.
Trust a fiduciary for your financial future. 
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Retirement Planning & 

Investment Management

Simplify Your Retirement: Tailored Strategies, Confident Investing.

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Suburban Family

Life Insurance

Life Insurance, Redefined: Protect, Grow, and Plan with Clarity.

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Real estate

Estate Planning &

Wealth Transfer

Plan Your Legacy: Transfer Wealth, Support Causes, Gift Wisely.

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Guiding wealth, securing dreams for over three decades
Wealth Preservation Partners: building your financial future since 1990
Trusted for 
Generations
Exclusive Partner with
M Financial Group
Building Lasting Client
Relationships
Hikers High Five
Meet the team

At Wealth Preservation Partners, our dedicated team of financial specialists bring decades of experience and a passion for helping you toward your financial dreams. Each member of our team is here to guide, educate, and empower you, ensuring your financial plan reflects your unique values and aspirations. Get to know the people who make it all happen and discover how we can partner with you.

build a plan to help meet your financial goals.
We Will Help You Every Step of the Way.
Our Office

90 Hopmeadow St.

Simsbury, CT 06089

860-408-6188

Business Hours

Monday through Friday

8:30 AM - 5:00 PM

About 

Community Involvement

M Financial Group

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Disclaimer

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wealth Preservation Partners, LLC and its subsidiary Fiondella Insurance and Retirement Planning, Inc. are independently owned and operated. Wealth Preservation Partners, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm 

for further details regarding this relationship.

 

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

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For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

mfin.com/m-securities.
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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Please do not send transaction instructions via email or fax or leave them on voicemail as those instructions cannot be honored. If you wish to initiate a transaction, please contact our office at 860-408-6188. 

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