Wealth Protection Strategies LLC

Wealth Protection Strategies LLC is a financial services firm based in Bensalem, Pennsylvania. The company is independently owned and operated by Jagruti Panwala, who brings a wealth of experience from her background in the hotel industry. With a team of five employees, Wealth Protection Strategies has achieved $2.5 million in annual revenue. The company specializes in providing tailored financial solutions to both businesses and individuals. Business clients can benefit from a range of offerings, including buy/sell life coverage, life insurance, key person life insurance, and tax-deferred investments, sourced from a selection of top financial institutions. For individuals, Wealth Protection Strategies assists with asset protection, life insurance, wealth protection and transfer strategies, and solutions for families with special needs, long-term care, mortgage protection, and securities/investments. Wealth Protection Strategies distinguishes itself by taking a personalized approach, working closely with clients to understand their unique needs and goals. Jagruti Panwala's experience in business ownership allows her to offer valuable insights and guidance to other business owners seeking to establish their legacy. The company's commitment to client satisfaction is reflected in its comprehensive range of services and its dedication to finding the best possible solutions for each individual situation. Clients looking to connect with Wealth Protection Strategies can visit the company website at wealthprotectionstrategies.com. For inquiries about specific products or services, individuals are encouraged to contact the company directly.