Intergenerational Wealth Preservation, Inc., is a strategic intergenerational wealth preservation consulting firm that designs, builds, tests, and updates wealth preservation plans with the dexterity to preserve wealth to serve the clients, and then to seamlessly transfer the wealth, intact, to serve their heirs.

IWP is home of the CFPIT^®sm/tm Diagnostic Simulation: an external, impartial, objective, and considered estimation and simulation of a plan to flesh out the most damaging problems now.

IWP practioners’ role is as troubleshooters using 25 years of experience, worldview, expertise, and business practices, sitting on the client’s side of the table as their ombudsman and as insiders helping them level the playing field, as consultants not vendors. Being highly ethical, and unbiased, are not captives or allies of any advisor or vendor, and as independent consultants have no conflicts of interest, provide all the options, full disclosure, and put the client interests above all else.

Having mastered the fields of income tax planning, gift and estate tax planning, securing and unlocking business value planning, financial security planning, retirement planning, business continuation and succession planning, ownership transition planning, insurance planning, qualified plan and IRA planning, and wealth transfer planning, are uniquely positioned to help financial reversal and scheme victims navigate their predicament.

In 2007, Intergenerational Wealth Preservation, Inc., authored and filed two provisional patent applications for a Wealth Preservation Infrastructure and Solutions Toolbox, which includes a Non-Lawyer Estate Planning System^sm/tm for CPA firms, law firms, and other wealth planning firms that analyzes the relative suitability of each estate planning tool/ scheme/ vehicle/ instrument and pioneered a new paradigm in wealth preservation planning: configuring insurance and annuities to hedge the risks inherent in some estate planning instruments or as an alternative early in the planning stages.

Finally, IWP created a financial disaster recovery plan program especially for Ponzi scheme victims, to keep their financial independence and legacies intact, putting them back on their feet, shepherding them through the uncertainty years, providing long term plans, and making their heirs whole.