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360° Family Wealth Management

360° Family Wealth Management

What is 360° Family Wealth Management?

Affluent families, by necessity, use a diverse cast of professionals to tend to the various, complex elements of their wealth management plan. Often, however, there is no one at the helm, directing the team. The risk of this fragmented, piecemeal planning approach is that it may result in costly, sometimes devastating mistakes as a result of poor coordination. 

It is for this reason that we believe 360° Family Wealth Management is critical to the implementation of a successful Wealth Management Plan.

Are you a candidate for our 360° Family Wealth Management Services? 
Take our Stress Test →

  • Visit Your Money with Kestra’s New Paperless Statement Delivery SystemFebruary 11, 2021

    Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra’s New Paperless Statement Delivery System. Deadline to Enroll is April 1, 2021.

  • The Donor Advised Fund – Charitable Giving While LivingJanuary 15, 2021

    A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities benefiting from your generosity during your lifetime.

  • Should you continue to invest in the Stock Market in light of recent events?January 8, 2021

    The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Flair-up across the world, and the failure to vaccinate people on a timely basis, have created uncertainty for investors. In light of these major events of the past few weeks, should investors continue to invest in the stock market? Listen in as Kevin Ellman CFP and CEO and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC discuss these timely topics.

Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP
Does Your Wealth Plan Really Work? Find out with a Stress Test

Kevin Ellman ETF Video Series

ETFs Part One
ETFs Part Two
ETFs Part Three

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 Csedrik
  • Elizabeth D’Aleo

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

  • Services Overview
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  • Insights by Kevin Ellman
  • Articles & Videos
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Disclosure

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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. Kestra IS and Kestra AS do not offer tax or legal advice.

Investor Disclosures: https://bit.ly/KF-Disclosures

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.

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