Wealth Protection Strategies Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

At Wealth Protection Strategies, our approach is focused on building strategies to help protect families, individuals and businesses from financial risks that can affect their future financial growth and wealth.

BUSINESS SOLUTIONS - Jagruti Panwala, owner and president of Wealth Protection Strategies, spent many years working in various positions in the hotel industry and now owns several hotels. This experience gives her the insight to help business owners reach their goals and create their legacy. WPS offers a wide range of flexible solutions, from a broad spectrum of top companies in the financial industry. Some of our business solutions include :

- Buy/Sell Life Coverage
- Life Insurance
- Key Person Life Insurance
- Tax-Deferred Investments

PERSONAL SOLUTIONS: WPS also helps INDIVIDUALS with their financial strategies by helping create their legacy for future generations. Only after we understand your needs do we begin to design the solutions and offer the products to help you reach your goals with:

- Asset Protection 
- Life Insurance
- Wealth Protection & Transfer
- Protecting Families with Special Needs, Long Term Care Insurance
- Mortgage Protection
- Securities/Investments

We are licensed to sell Insurance Products in the following states:
AZ, CT, DE, FL, GA, IL, MD, NJ, NYC, OH, PA, TE, VA, WA.

We are registered to sell Securities in the following states: AZ, CA, DE, IL, MD, NJ, NYC, OH, PA, VA, WA

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

https://www.sipc.org/
https://www.finra.org/#/

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