OUR FIRM

At Wealth Preservers, LLC we understand that entrusting your family and finances to an ethical team of financial advisors, that adhere to  fiduciary standards of care, is of utmost importance. We extend a warm welcome to you and invite you to learn more about our firm and how we help ensure our clients continued prosperity in these turbulent times.

As the financial advisors of Wealth Preservers, LLC, we recognize that you have worked hard to get to where you are today and preserving your current standard of living. for your family, is just as important as building an even stronger future. With this in mind we have developed a unique approach to wealth management that is rare in today's world. Utilizing a combination of strict sell disciplines and alternative assets, in addition to conventional wealth management strategies, we give our clients greater comfort regarding the control over their family's financial direction.

Clients of Wealth Preservers, LLC enjoy the additional protection and confidence through our structure:

  • Custodian and record keeping of client assets is performed by TD Ameritrade Institutional where client accounts are insured up to $250,000,000 over and above SIPC insurance. Additionally, client assets are given an additional protection against fraudulent activity that is not available at most custodians.
  • We never compete with you in the financial markets nor do we take advantage of your information to profit for ourselves. We do not provide investment banking, market making or shelf products that might cause a conflict with the financial interests of our clients.
  • All of our professional advisors sign an oath to uphold the fiduciary standards of care as prescribed by CEFEX.

Allen Bronton2, AIF
Global Wealth Manager

Allen has been in the financial services industry since 1984 and a practicing wealth advisor since 1986. An Accredited Investment Fiduciary (AIF) since 2006, Allen has the knowledge, experience and integrity to help ensure your family's and business' financial future.

James Patrician1
Employee Benefits Advisor

Jim has extensive industry knowledge and a proven track record in utilizing various funding alternatives, benefit designs and experience rating techniques in order to provide effective solutions for benefit programs. With Jim's experience reaching back to 1989, you can be assured that your benefit plan is the best it can be.

With the knowledge and experience exhibited above we hope that you will agree with us that we are a team of professionals that you can trust your family, finances and businesses to with complete confidence.

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1095 Pingree Road, Suite 221
Crystal Lake, IL 60014
(815) 788-6018

The information contained on this site is not intended to be a solicitation to purchase or sell any security in any state that the advisors are not licensed to solicit securities business.

Our advisors are registered to transact securities business in the states of Illinois, Indiana, and Florida. Additionally, our advisors are licensed to provide Investment Advisory services in the state Illinois

Advisory Services are offered through Wealth Preservers, LLC, a Registered Investment Advisor.

Securities are offered through Multi-Financial Securities Corp. Member FINRA/SIPC.

Wealth Preservers, LLC and Multi-Financial are not affiliated.

1 Registered Representative of MultiFinancial Securities Corp.

2OSJ Branch Manager of MultiFinancial Securities Corp.

Allen Bronton (815) 788-6018