Welcome To The Wealth Preservation Company

Our mission is to preserve your wealth and with the assistance of your other advisors, to make certain that it is distributed to those you choose to receive it, and with minimum transfer costs.

Estate taxes, administration expenses, and “tax trap”, distribution arrangements can often wipe out 60 – 70% of one’s life work. Judge Learned Hand once stated that “no man need pay more than his just share of taxes.”

One’s "Just Share", however, can only be determined after an extensive inventory is taken, dispositive wishes are carefully noted, and planning strategies are tested, one against the other, to arrive at the most tax and lifestyle efficient plan.

Our clients tell us that the value-added service we bring to the planning process is that of catalyst.  By identifying dangers and opportunities, synergizing the advisors and maintaining focus until the project is complete, the clients objectives are accomplished and we have fulfilled our mission of "helping you keep together what you have put together".

Address 25 Mathewson Drive Suite 100 Weymouth, Massachusetts 02189
  Phone 1-800-444-BLUM (2586) 1-781-682-9992