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290 Union Square Dr
At Wealth Protection Strategies, we provide a wide variety of wealth management services for
individuals, families, groups, and businesses, led by award-winning advisor Jagruti Panwala, President.
• Financial Planning
• Asset Preservation Strategies
• Estate Planning Strategies
• Estate Conservation
• Retirement Planning Strategies
• Retirement Funding
• Business Succession Strategies
• Life Insurance Premium Financing
• Monte Carlo Analysis
We work in tandem with Edelman Wealth Management to also offer you:
• Employee Benefits
• Qualified Plan Strategies
We have helped many physicians’ groups create and fund various pension and 401k/profit-sharing plans. We take a holistic approach, considering the group’s estate planning, asset protection, and in-force insurance planning needs. At Wealth Protection Strategies we work with business owners across varying industries to understand their concerns and challenges in order to add the most value to their businesses.
Wealth Protection Strategies was founded by Jagruti Panwala, an entrepreneur and financial planner who became the first Chairwoman of the AAHOA, the largest hotel association in the nation. Read the Story of how it all started.
We have developed a well-rounded team who is extremely knowledgeable and dedicated to your success.
Our planning process begins with an in-depth evaluation of the current financial situation and goals. We then use all resources available to us, including a large support team and our financial planning software, to create a thorough analysis before meeting to review and discuss the best recommendations for you.
We believe foremost in working hard for you and are dedicated to helping you on your financial path. Our strategy is to help protect the assets you have built, while growing and continually looking forward to the future.
We also believe in giving back to our communities, extreme kindness, and mentoring the next generation of professional businesswomen.