Wealth Preservation Group

Wealth Preservation Group is a retirement-focused planning firm that works with households in the years before retirement or already retired, many of them between 55 and 75. Its core work is building a plan that turns savings into income, covering retirement income planning, Social Security timing, tax minimization in retirement, and legacy planning. The firm says it starts with a conversation about goals and walks clients through each recommendation in plain language.

The firm is led by President Shawn Wrisley, who has 12 years of experience with retirement decisions. Meetings begin with a no-cost Retirement Clarity Call to see whether the firm is a fit. The office is at Pasco Drive in East Windsor, Connecticut, and the firm serves clients across Western Massachusetts and Northern Connecticut.