Wealth Creation Preservation & Donation (WCPD) is a boutique financial services firm dedicated to helping our clients create and preserve their wealth, reduce tax and increase charitable donations. WCPD has over $200 million of assets under management. We provide a comprehensive suite of money management solutions, insurance products and specialized tax assisted investments.

WCPD's clients include a large number of major philanthropists, entrepreneurs, business executives and legal, accounting and health professionals. Drawing on the expertise of accountants and tax lawyers, WCPD is specialized in analyzing strategies to dramatically reduce clients’ tax burden. In addition, WCPD's Philanthropic Program has led to charitable donations in excess of $40 million.