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Wealth Protection Strategies

Investment Advisor Representative


Helping Create Your Legacy

WPS is the destination of choice for a broad spectrum of insurance and financial products from top companies in the industry.

This flexibility and choice allows us to use the most appropriate protection and wealth management products to help meet our clients' needs.


President Jagruti Panwala works with a team of professionals dedicated to creating a customized strategy for their needs. Some of the areas we specialize in are:

    • Investments
    • Retirement and Qualified Plans
    • Buy/Sell Key Person
    • Business and Estate Planning Strategies
    • Long Term Care Insurance
    • Group Insurance
    • Retirement Planning Strategies
    • Asset Allocation
    • Estate Planning Strategies
    • Life Insurance, Disability Income and Long Term Care Insurance