Wealth Protection Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

777 W Putnam Ave Ste 300, Greenwich, Con...

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
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1

About Wealth Protection Management

Wealth Protection Management specializes in divorce financial planning and wealth management, offering services such as marital financial mediation, prenuptial and postnuptial agreements, and investment advisory. The company aims to assist clients navigating the complexities of divorce by providing tailored financial strategies and conflict resolution. Their intended clients include individuals facing divorce, as well as attorneys seeking support for their clients. Led by Lili Vasileff, the firm operates in Connecticut, New York, and across the country, emphasizing education and empowerment in financial decision-making.Explore more
Wealth Protection Management's Social MediaPopular SearchesWealth Protection ManagementLili VasileffvasileffLiliSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Protection Managem...

$5.8M
1-10
Private
-
-
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
<$5M
1999
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
1980
LP
Lori PanuskaManager, Operations
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Protection Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Protection Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Protection Management.

Wealth Protection Management Tech Stack

A closer look at the technologies used by Wealth Protection Management

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Frequently Asked Questions Regarding Wealth Protection Management

What is Wealth Protection Management's official website?
Wealth Protection Management's official website is www.wealthprotectionmanagement.com
What is Wealth Protection Management's Revenue?
Wealth Protection Management's revenue is $5.8 Million
What is Wealth Protection Management's SIC code?
Wealth Protection Management's SIC: 62,628
What is Wealth Protection Management's NAICS code?
Wealth Protection Management's NAICS: 52,523
How many employees does Wealth Protection Management have?
Wealth Protection Management has 1-10 employees
What industry does Wealth Protection Management belong to?
Wealth Protection Management is in the industry of: Finance, Securities Trading
What is Wealth Protection Management competition?
Wealth Protection Management top competitors include: Tomaro Financial Group, Sterling Total Wealth Solutions, Ratcliff Financial Services, Keystone Financial Strategies
What technology does Wealth Protection Management use?
Some of the popular technologies that Wealth Protection Management uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
What does Wealth Protection Management do?

Wealth Protection Management specializes in divorce financial planning and wealth management, offering services such as marital financial mediation, prenuptial and postnuptial agreements, and investment advisory. The company aims to assist clients navigating the complexities of divorce by providing tailored financial strategies and conflict resolut... ion. Their intended clients include individuals facing divorce, as well as attorneys seeking support for their clients. Led by Lili Vasileff, the firm operates in Connecticut, New York, and across the country, emphasizing education and empowerment in financial decision-making.Read More

What are Wealth Protection Management social media links?
Wealth Protection Management Linkedin page Wealth Protection Management Twitter page Wealth Protection Management Facebook page
Is Wealth Protection Management a public company?
Wealth Protection Management is private company therefore does not currently have an official ticker symbol
See more information about Wealth Protection Management

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