BROKER CHECK BY FINRA

Kestra Client Log-In

Wealth Preservation Solutions

Helping Business Owners and Families Accumulate and Preserve Wealth

Menu 
  • home-icon-15
  • Services Overview
  • The Candid Snapshot
  • Upcoming Events
  • Articles & Videos
  • About Us
  • Contact Us
  • Wealth Transfer
    Planning
  • Investment
    Planning
  • Exit
    Planning
  • Business Succession
    Planning
  • Insurance
    Planning
  • 401(k)
    Planning
Home » About Wealth Preservation Solutions » Barry Solon

Barry Solon

Barry Solon

Director of Benefits, Benefits Division
Wealth Preservation Solutions, LLC
(201) 632-2050
bsolon@wpsllc.net

Barry Solon has been a successful Financial Services Sales and Marketing Professional throughout his 25+ year career with an emphasis on Retirement Planning Strategies. His passion (along with family) is establishing rapport, creating, developing and strengthening solid business relationships with a reputation for impeccable customer service. Barry fully understands the importance of conveying the features and benefits of employer sponsored retirement plans and utilizing proper asset allocation.

Prior to joining Wealth Preservation Solutions, he held Executive positions with various asset management firms including Citigroup, Fidelity Investments and General Electric. Barry is a Finra Registered Representative (Series 7, 63 and 65) and is also Six-Sigma Green Belt Certified. He currently resides in Montvale, NJ (Bergen County / NYC Suburb) with his wife and two teenage sons where he is President of the Brookview Estates Homeowners Association.

Questions? Contact us today

Is your 401(k) Plan leaving you exposed?

Get your complimentary copy of our new book
The 7 Biggest 401(K) Plan Mistakes Business Owners Make and How to Avoid Them Kevin Ellman The Seven 401(k) Plan Mistakes Business Owners Make & How to Avoid Them

Our Complimentary
401(k) Review

Contact us for a complimentary 401(k) Plan Review. We'll do a complete analysis of your existing 401(k) plan to highlight strengths and any weaknesses. We'll bring to your attention any potential areas for improvement.

Our review will help reveal areas to:

  • Lower Costs
  • Achieve 100% Compliance
  • Reduce Employer Liability
  • Improve Employee Retention

Once you have had the opportunity to review and digest our report, you have three options:

  • Do nothing.
  • Work with your existing team to eliminate any deficiencies.
  • Engage Wealth Preservation Solutions to optimize your Benefits Plan.
Contact Barry Solon - Director of Benefits, for a no obligation review of your current 401(k) plan.
Email: bsolon@wpsllc.net
Phone: 201.632.2050
To get started with a complimentary 401(k) Plan review simply provide the following documents.

For401(k) Plans:

  • Current Plan Adoption Agreement
  • 408(b)(2) Notice (Participant Level Expenses – Fee Disclosure)
  • 404(a)(5) Notice (Plan Level Expenses – Administrative Portal / Record Keeper or TPA)
  • Summary of Plan Description
  • Investment Policy Statement (IPS – Current / Most Recent)
  • Latest/Last Plan Review (Date Provided / Delivered)

For Health and Welfare Benefit Plans:

  • Current Employee Census (Include Home Zip Codes)
  • Plan Benefit Summaries (ERISA Summary Plan Description / SPD)
  • Last Two Years Paid Claims by Month (Include Employee Counts by Month / 100+ Lives)
  • Last Two Years Renewal Package
  • Current Rates / Fees / Expenses
  • Large Claim Data (All Claims Over $25,000 / With Diagnosis if Available)

About Wealth Preservation Solutions

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Michael Korb
  • Barry Solon
  • Chris B. Szem
  • Robert Pavese, JD

Share this website with friends and colleagues

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Michael Korb
  • Barry Solon
  • Chris B. Szem
  • Robert Pavese, JD

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
  • Exit Planning
  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

  • Home
  • Services Overview
  • The Candid Snapshot
  • Upcoming Events
  • Articles & Videos
  • About Us
  • Contact Us

Disclosure

BROKER CHECK BY FINRA

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

All content on this website, including but not limited to articles, images, text, photos, illustrations, and videos is copyrighted and may not be used, downloaded, reprinted, republished, in whole or part, without expressed written permission. For usage permissions, please contact us. We will respond promptly to your inquiry. Thank you.

BERI™ and ODI™ are trademarks of Pinnacle Equity Solutions, Inc. All Rights Reserved.

Copyright 2016 Wealth Preservation Solutions, LLC. All Rights Reserved. | Privacy Policy Website by Atkinson