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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

  • Caroline Boscarino

    Insurance Coordinator

    cboscarino@wpsllc.net
    Tel: (201) 632-2031

  • Nicole Cardinal

    Investment Coordinator

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

  • Belinda Traverso

    Senior Executive Assistant & Office Manager

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

  • Meredith Fogel

    Director of Investment Operations

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