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Wealth Preservation Solutions

360 Wealth Management

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About Wealth Preservation Solutions

The Principals From Left to Right: Dennis Amico, Kevin Ellman, Paul Miller, Robert Davis

The Principals From Left to Right: Dennis Amico, Kevin Ellman, Paul Miller, Robert Davis

Wealth Preservation Solutions spe­cial­izes in pro­vid­ing Estate and Asset Protection Plan­ning, Investment Planning, Business Succession Planning, Retirement Planning, Benefit Planning and Insurance Planning for business owners and families, professionals and wealthy individuals.We take the time to get to know you. We cus­tom design every finan­cial plan and never rely on pre­con­ceived notions or canned for­mu­las. We spend the time nec­es­sary to thor­oughly under­stand your objec­tives, unique cir­cum­stances, risk tol­er­ance and time hori­zon to cre­ate a finan­cial strat­egy that is right for you. We focus on your unique situation. Guiding you step by step through the plan­ning process, we work with you to help develop the strate­gies nec­es­sary to meet your spe­cific goals.We believe in a team approach. We work with your exist­ing trusted advi­sors to achieve a smart, cen­tral­ized and effec­tive finan­cial plan. We do this by keep­ing them informed and seek­ing their input to ensure that all the ele­ments of your plan are prop­erly coor­di­nated to help you reach your goals and objectives.

We’re your finan­cial part­ner for the long term. We take pride in the strong, solid rela­tion­ships we have with our clients. We lis­ten. As your finan­cial part­ner, we stand by your side, advis­ing and mon­i­tor­ing to keep your plan on track as time passes and sit­u­a­tions change. This is key to finan­cial success. Learn more about our menu of services and Wealth Preservation Solutions Planning Process.

Meet the Wealth Preservation Solutions Team

The Wealth Preservation Solutions Team

  • d-amico-team

    Dennis Amico

    Chairman

    Email: damico@wpsllc.net
    Tel: (201) 632-2037
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  • Kevin Ellman

    Kevin Ellman

    CFP® and CEO

    Email: kellman@wpsllc.net
    Tel: (201) 632-2022
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  • p-miller-team

    Paul D. Miller

    President

    Email: pmiller@wpsllc.net
    Tel: (201) 632-2036
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  • b-davis-team

    Robert W. Davis

    CFP® and RICP®

    Email: rwdavis@wpsllc.net
    Tel: (201) 632-2040
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  • d-white-team

    Dolores White

    Managing Director of Portfolio Management

    Email: dwhite@wpsllc.net
    Tel: (201) 632-2019
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  • s-korman-team

    Susan J. Forman

    Managing Director of Financial Planning

    Email: sjforman@wpsllc.net
    Tel: (201) 632-2028
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  • c-ware-team

    Carrie Ware

    Managing Director of Insurance Planning

    Email: cware@wpsllc.net
    Tel: (201) 632-2035
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  • Matthew Waldman Managing Director of Wealth Planning

    Matthew Waldman, CLU®, ChFC®

    Managing Director of Wealth Planning

    Email: mwaldman@wpsllc.net
    Tel: (917) 806-6047
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  • Daniel Tyburski Managing Director of Wealth Management

    Daniel Tyburski

    Managing Director of Wealth Management

    Email: dtyburski@wpsllc.net
    Tel: (973) 587-5199
  • Michael Csedrik, Director of Retirement Plans Wealth Preservation Solutions

    Michael Csedrik

    Director of Retirement Plans

    Email: mcsedrik@wpsllc.net
    Tel: (201) 632-2050
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  • Meredith Fogel

    Meredith Fogel

    Director of Investment Operations

    Email: mfogel@wpsllc.net
    Tel: (201) 632-2042
  • Belinda-Traverso

    Belinda Traverso Flores

    Senior Administrator

    Email: btraverso@wpsllc.net
    Tel: (201) 632-2022
  • Nicole Cardinal

    Nicole Cardinal

    Investment Operations Administrator

    Email: ncardinal@wpsllc.net
    Tel: (201) 632-2029
  • Kathy Liebmann

    Kathy Liebmann

    Family Office Operations Administrator

    kliebmann@wpsllc.net
    Tel: (201) 632-2025
  • Headshot placeholder

    Mandy Retcho

    Insurance Operations Coordinator

    mretcho@wpsllc.net
    Tel: (201) 632-2033