Wealth Protection Management is a specialized financial advisory firm focusing on divorce financial planning and wealth preservation, led by a Certified Divorce Financial Analyst and noted author. The firm’s unique interdisciplinary approach combines financial expertise with mediation and litigation support, offering clients comprehensive guidance through complex financial transitions.
As a fiduciary and fee-only financial expert, the firm prioritizes client empowerment through education, conflict resolution, and tailored financial strategies. It serves individuals navigating divorce process, marital agreements, or wealth accumulation, with a focus on helping clients avoid financial pitfalls and achieve long-term security. The principal is a recognized thought leader in divorce financial planning and consults with professionals nationwide.
Services Offered
- Financial Planner
- Divorce Service
- Financial Audit
- Financial Consultant
- Forensic Consultant
- Mediation Service
- Collaborative Divorce
- Marital Financial Mediation
- Prenuptial and Postnuptial Agreements
- Divorce Services for Clients
- Divorce Services for Attorneys
- Investment Advisory Services
- Wealth Management
- Matrimonial Litigation Support
- Financial Forensics
- Speaking Engagements
Based in Greenwich, CT with additional offices in New York City and Westchester, the firm serves clients throughout Connecticut, New York, and across the United States. The principal is a published author and frequent media contributor, offering resources including guidebooks, articles, and educational events to support clients through financial transitions.
