About

About

Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™

Roccy.DeFrancesco Headshot

My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute.

Our Goal

Our goal with this site is to allow readers to learn what makes our firm different 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 using certain types of investment or even avoided when using certain types of life or annuities products.

When it comes to protecting assets from creditors, we help provide a road map. If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone (269) 216-9978. To sign up for a free consultation or to just get more information click here.

How Much Risk Are You Taking?

How Much Risk Are You Taking?

Are Your Investments In Balance Or Are You At Risk

Do you know your risk tolerance when it comes to building wealth for retirement?

Protect & Preserve Your Wealth

Protect & Preserve Your Wealth

Get an Asset Protection Check-Up