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WPG Affiliates

Our Team
Wealth Preservation Group is an alliance of independent professional advisers with expertise in a variety of disciplines, serving the asset protection and financial concerns of closely held business owners and other affluent families. Our Affiliates are credentialed professionals providing counsel as members of a planning team when and as indicated.


How Being At Fault While Not Financially Responsible Works
While sitting at a traffic light waiting for the green light, you are slammed from the rear by a drunk driver who never saw you and didn't even attempt to stop. Clearly, you are an innocent victim with no fault in the accident.

Impact of Litigation on Small Business
Most companies used business assets to pay the damages. However, in the case of employee complaints, insurance covered some of the damages.  Owners mentioned that the payment of damages nearly put them out of business, which affected them for a long period of time as they worked to rebuild the business and recoup their losses.