Wealth Creation Preservation & Donation (WCPD) is a boutique financial services firm dedicated to helping our clients create, preserve and donate their wealth. We provide a comprehensive suite of money management solutions, insurance products and specialized tax assisted investments that reduce tax.
WCPD’s clients include a large number of major philanthropists, entrepreneurs, business executives and health, accounting and legal professionals. Drawing on the expertise of accountants and tax lawyers, WCPD specializes in analyzing strategies to dramatically reduce clients’ tax burden. In addition, WCPD’s Philanthropic Program has led to charitable donations approaching nine figures.