About Us
My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute. Welcome to our website.
This site is designed to have the best educational content available for those who are interested in:
guaranteed return (accumulation value) products coupled with a guaranteed income for life
creating a tax-free retirement nest egg.
…and many more topics that you can read about as you surf this site.
Our goal with this site is to allow readers to learn why our knowledge is unique so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
When it comes to protecting assets from creditors, we are uniquely qualified to help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.
