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About Us
Wealth Creation Preservation & Donation Inc.'s financial planning strategies help increase your personal wealth by tailoring financial solutions that fit your personal circumstances. We also provide corporate financing for companies that intend to go public. Our first meeting is always complimentary with absolutely no obligation.
Our rigorous approach helps our clients create and preserve their wealth, reduce tax, and avoid the many pitfalls of money management. Wealth Creation Preservation & Donation has over $200 million of clients' assets under management. We provide a comprehensive suite of money management solutions, insurance products and specialized tax deferrals, including a tax-advantaged philanthropic program.
Our clientele comprises approximately 150 dentists, 600 physicians and numerous corporate executives, philanthropists, entrepreneurs and accountants. Since most of our clients are highly taxed, we spend a great deal of time with accountants and tax lawyers analyzing various strategies that can dramatically reduce our clients' tax burden. We also rely on our Philanthropic Advisory Council for guidance on strategies to maximize the charitable donations of our clients while also minimizing taxes.
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