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290 Union Square Dr
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.
Jagruti Panwala is the driving force behind Wealth Protection Strategies. For over twenty-two years she has been providing direction to individuals and businesses on asset protection and wealth transfer strategies, business succession planning, and life insurance protection. She and her team also specialize in asset management and offer full advisory services. Jagruti has proudly been recognized as a top producer in the country.
Jagruti has been the recipient of numerous industry and company awards. Among them, she has qualified for her previous broker-dealer Signator’s Platinum Level ACE (Achieving Client Excellence) award, become the youngest inductee into Signator’s “Hall of Fame” in 2014, and has been named a lifetime member of the industry’s Million Dollar Round Table (MDRT).
Jagruti currently serves on the American Hotel and Lodging Association (AHLA) Board of Directors. She also served as Chairwoman of AAHOA, the world’s largest hotel owners association, and was the first woman to do so in the association’s 32-year history. This experience has given her unique opportunities to learn the needs of others in the hospitality industry.
Jagruti helps lead advocacy efforts aimed at protecting the interests of business owners. Her advocacy work includes testifying before the House Committee on Education and the Workforce Subcommittee on Health, Education, Labor & Pensions in 2014 about the harmful impact of over-regulation on small businesses. She also testified before the House Committee on Small Business Subcommittee on Economic Growth, Tax, and Capital Access in 2018 about the impact of the travel and tourism industry on the American economy. She served on the Department of Energy Better Buildings Summit Steering Committee. She has given countless speeches and lectures at Legislative Summits, industry events, and Universities across the country on varying topics and volunteers her time when and where she can in order to highlight female empowerment.
Born in Surat, India, Jagruti immigrated to the U.S. with her family in 1991. She earned undergraduate degrees with honors in both finance and economics. She also volunteers in the Indian-American community where she has devoted herself to educating future generations on their heritage, language, and culture. Jagruti and her husband, have two children and reside in Bucks County, Pennsylvania.