Why Work With Us

At WPS, we seek to stand out from the crowd of other wealth management firms. How? By providing you with the highest level of service.

We are committed to offering unbiased and objective recommendations and strategies aligned with your unique needs and specific goals.

Jagruti Panwala leads our firm with over 16 years of experience not only in the finance industry, but as a hotel owner. She understands the unique challenges many families and businesses face in today’s economy.

Our Approach

You deserve financial strategies that are as unique and personal as your goals and financial situation. We take the time to learn about your financial situation, retirement goals, and answer any questions or concerns you have. Our approach is process-oriented, not sales-oriented. We aren’t focused on selling you products or recommending cookie-cutter strategies. Instead, we want to nourish long-term relationships and create an environment in which you are comfortable. Learn more about our process here.

Step 1: Consultation

With our solid experience, knowledge and dedication, you can be assured that we understand your personal and business goals and translate them into customized solutions.

Step 2: Analysis

Our professionals will take your input and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we leverage professionals who specialize in the areas of law, accounting, business valuation, and organizational development.

Step 3: Solutions

We understand that each person and business is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.

Step 4: Monitor & Review

We will meet with you on a regular basis to monitor your evolving needs and goals in light of the changes in the investment markets, tax laws, etc. and will recommend changes as appropriate.

This four-step process is not just for new clients - it's an ongoing process. Wealth Protection Strategies is always here to help guide you as changes to your financial situation or the market require adjustments to your strategy.

Clients Benefit from Our Client-Centered Process

Our process begins with listening to you and ends with a solution tailored to your needs. Our goal is to help you reach your financial goals and create a legacy for the future, based upon your unique situation. Click here to learn more about our Client-Centered Process