OUR FIRM
At Wealth Preservers, LLC we understand that knowing your family and finances are entrusted to an ethical team of fiduciary professionals gives great piece of mind. We extend a warm welcome to you to learn more about our firm and how we help ensure our clients continued prosperity in these turbulent times.
As the fiduciary advisors of Wealth Preservers, LLC, we recognize that you have worked hard to get to where you are today and that 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 management1 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 peace of mind 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 take an oath to uphold a fiduciary standard of care to all clients.
Allen Bronton, AIF, CRC
Principal Fiduciary Advisor
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 financial future.
James Patrician
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.
Todd Cushing , CBI, FRC, BTS, CBB
Business Intermediary
Todd is a highly experienced and energetic professional that helps our business clients value their firm for best presentation to potential lenders and buyers as well as advise and counsel them on the purchase and/or sale of current and future business assets.
William O. Shank, JD
Chief Development Officer
Bill retired as General Counsel of Walgreen Co. and we were fortunate to convince him to come consult with us. A former B-24 pilot and a proud grandfather, Bill is instrumental in helping Wealth Preservers, LLC better serve our clients, due to his extensive experience in the governance practices of several successful businesses and the related planning and administration of several significant trusts and estates.
Thomas Swiers, CPA
Management Consultant
As a former Partner with KMPG Peat Marwick and a Senior Manager with Arthur Andersen & Co., Tom brings a great deal of knowledge and experience to the table. Tom has been instrumental in the success of countless firms due to his ability as a turn around specialist.
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