Wealth Preservation Solutions, LLC
45 Eisenhower Drive – Suite 550
Paramus, NJ 07652
Wealth Preservation Solutions, LLC
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About Us | Services Overview | Wealth Transfer Planning Process | Wealth Preservation Solutions – Articles and Videos
Kevin Ellman, CFP – YouTube Channel | Kevin Ellman’s Book: 7 Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth
As President of Wealth Preservation Solutions, LLC, Paul oversees the Estate Planning Division for private wealth clients. He has provided comprehensive financial planning services to families and business owners for over 10 years. Paul often serves as an expert resource authoring various articles on estate and business succession planning. He is also a frequent speaker at industry conferences. In April of 2004, Paul spoke at the executive seminar hosted by the NJ Utility Transportation Contractor Association in Italy. The subject was Wealth Preservation and Business Succession Planning.
Over the last 10 years, Paul has conducted numerous educational symposiums to owners of closely-held businesses, professional associations, and high net worth families. Paul is on the Ramapo College Board of Governors and is a founding trustee of the Ramsey Public Education Foundation. He represents the Daniell Family Foundation in identifying and supporting New York and New Jersey-based charitable organizations.
In his free time, Paul enjoys golf, exercise, and spending time with his wife and three children.