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You are here: Home / Archives for Monday Updates

Tuesday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Tuesday Update by Kevin Ellman

May 26, 2020 Listen to the related podcast. I grew up in the restaurant business with my father.  In the 60's he owned The Cattleman restaurant in Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

May 18, 2020 Listen to the related podcast. Before the lockdown, I was taking our new dog Tuck for long walks in the morning. After mid-March, we decided it wasn't Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

May 11, 2020 Allow me to be a proud parent for a moment. My son Liberty Ellman is now 48. When he was born I was living the full New York City Rock and Roll Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

May 4, 2020 We have now been working from home since March 16, 2020.  At the risk of sounding like a broken record, I have to say "Darn we are so Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

April 27, 2020 Compared to what so many people are going through, we are being mildly inconvenienced.  I start each day with a moment of gratitude.  Thank Read More...

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Learn about the Kestra Investment Management Team →

    The Wealth Preservation Solutions
    Principals and Key Staff

  • Dennis J. Amico
    Chairman

    (201) 632-2037damico@wpsllc.net
  • Kevin Ellman
    CFP® and CEO

    (201) 632-2022kellman@wpsllc.net
  • Paul D. Miller
    President

    (201) 632-2036pmiller@wpsllc.net
  • Robert W. Davis
    CFP®

    (201) 632-2040rwdavis@wpsllc.net
  • Dolores White
    Director of Asset Management

    (201) 632-2019dwhite@wpsllc.net
  • Susan J. Forman
    CFP®, Director of Financial Planning

    (201) 632-2028sjforman@wpsllc.net
  • Carrie Ware
    Director of Insurance Planning

    (201) 632-2035cware@wpsllc.net
  • Matthew Waldman, CLU®, ChFC®
    Managing Director of Wealth Planning

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

    (973) 587-5199dtyburski@wpsllc.net
  • Michael Csedrik
    Director of Retirement Plans

    (201) 632-2050mcsedrik@wpsllc.net
  • Meredith Fogel
    Director of Investment Operations

    (201) 632-2042mfogel@wpsllc.net
  • Belinda Traverso Flores
    Senior Administrator

    (201) 632-2022btraverso@wpsllc.net
  • Nicole Cardinal
    Investment Operations Administrator

    (201) 632-2029ncardinal@wpsllc.net
  • Kathy Liebmann
    Family Office Operations Administrator

    (201) 632-2025kliebmann@wpsllc.net
  • Mary Curry
    Family Office Coordinator

    (201) 632-2033mcurry@wpsllc.net
  • Carolyn Boscarino
    Insurance Operations Coordinator

    (201) 632-2031cboscarino@wpsllc.net
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For401(k) Plans:

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For Health and Welfare Benefit Plans:

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Featured Articles and Videos

  • 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
Download our Exit Planning Brochure
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

Kevin Ellman 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
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

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

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About Wealth Preservation Solutions

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