Founded in 1999 by Barry L. James, Wealth Enhancement & Preservation is an independent financial advisory firm dedicated to helping individuals and families prepare for a secure retirement. The company emphasizes a personalized, client-centric approach, utilizing its proprietary "WEP Compass FORMula™" process to create comprehensive financial plans. Their services cover retirement planning, investment management, and wealth preservation strategies, aiming to provide clients with financial clarity and confidence for their future.

Founded in

United States