WEALTH ACCUMULATION & PRESERVATION, INC.

Overview

Wealth Accumulation & Preservation, Inc. operates as a small independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small-business clients. The firm combines advisory services with insurance brokerage, which shapes how it constructs portfolios: a core allocation to pooled public funds and mutual funds supplemented by insurance products such as annuities. Fee arrangements include a percentage-of-AUM component alongside hourly charges, indicating a mix of ongoing portfolio management and project- or planning-oriented engagements. Client reach is primarily individual and family-oriented, with a smaller institutional component. The firm is not structured as a multi-state adviser and does not position itself as an active ESG investor. Investment activity centers on diversified, manager-driven solutions rather than concentrated direct-stock bets, and alternative allocations are implemented through external third-party managers rather than in-house private-asset platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices