My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute. Welcome to our web-site.
This site is designed to have the best educational content available for those who are interested in:
creating a tax-free retirement nest egg
…and many more topics that you can read about as you surf this site.
Our goal with this site is to allow readers to learn why our knowledge is unique so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
When it comes to protection assets from creditors, we are uniquely qualified to help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please contact our firm at email@example.com or 269-216-9978 to sign up for a free consultation.