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Helping to preserve tomorrow's future today

An independent advisor is dedicated to managing your assets with steadfast integrity.
We focus on your financial future.
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Retirement Planning & 

Investment Management

Simplify Your Retirement: Tailored Strategies, Confident Investing.

Suburban Family

Life Insurance

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

Real estate

Estate Planning &

Wealth Transfer

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

Guiding wealth, pursuing dreams for over three decades.
Wealth Preservation Partners: building your financial future since 1990
Valued for 
Generations
Building Lasting Client
Relationships
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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, aiming to ensure that 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 pursue your financial goals.
We Will Help You Every Step of the Way.
Our Office

90 Hopmeadow St.

Weatogue, CT 06089

Business Hours

Monday through Friday

8:30 AM - 5:00 PM

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Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

 

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

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For important information related to LPL Financial, refer to the LPL Financial Client Relationship Summary (Form CRS) by navigating to https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf

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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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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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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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