December 5, 2021 Kevin Ellman and Elizabeth D'Aleo are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to discuss the Read More...
Kevin Ellman, CFP ®Email kellman@wpsllc.net
As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal. Learn more about Kevin Ellman...
What is the Economic Impact of Pandemic-Related Supply Chain Disruption?
November 15, 2021 Kevin Ellman and Elizabeth D'Aleo are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to examine the Read More...
What is Cryptocurrency and Should I Invest In It?
October 29, 2021 Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management. We answer the following Read More...
A successful 401(k) Plan will attract and retain employees while protecting against costly penalties
September 15, 2021 Kevin Ellman CEO, and Michael Csedrik, Director of Retirement Plans at Wealth Preservation Solutions, delve deep into the critical factors Read More...
Own The Future! Join us for our quarterly webinar on October 26, at 11 am EST
Join Kevin Ellman, CEO of Wealth Preservation Solutions and Anna Verhaegan, Investment Strategist of BlackRock, as they discuss their market outlook and take a deep dive Read More...