It’s not everyday that business owners can say that they work with a financial advisor who has an intimate understanding of their line of business, but at Wealth Protection Strategies, that’s what our clients experience regularly. Our founder, Jagruti Panwala, was raised in a family of entrepreneurs and hotel owners and has owned multiple hotels herself. She has held a variety of positions, from administration to owner-operator and knows the many intricacies of this field.
Today, Jagruti and her team use this edge and passion to help business owners strategize for a legacy they are proud of. We create customized strategies focused on protecting you, your family, and your future. We run our firm with the same values that inspired us to pursue the financial services industry: service, transparency, and trust. We strive to pass these values onto our clients every day.
We have built our practice around helping families and business owners with all of their financial concerns and providing a safe, comfortable environment for them. Business succession planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process. Contact us today to get started.