Wealth Protection Management
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About
Wealth Protection Management serves individual clients and provides investment advisory and wealth-protection services alongside a distinct divorce financial planning practice; the firm provides asset management, financial planning, and consultation for clients and legal professionals on divorce-related financial matters. The firm operates on a fee-only basis, does not accept commissions or soft-dollar benefits, and uses independent custodians to hold client assets.
Its investment approach emphasizes strategic asset allocation and individualized portfolio construction, employing a mix of passive index/ETF exposures and active security selection such as dividend-paying stocks, mutual funds, and fixed income guided by fundamental and technical analysis. Portfolios are generally globally diversified and tailored to each client’s objectives, with discretionary trading implemented under a limited power-of-attorney and written reviews provided on an agreed schedule.
The firm is notable for maintaining a separate divorce financial planning business line supported by credentials in divorce financial analysis and financial forensics and experience providing litigation support and expert-related services to attorneys. As a solo, boutique advisor managing roughly $13.4 million for a small client base, the firm emphasizes individualized, non‑model portfolio management and will refer to third‑party managers when specialized expertise is appropriate.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.50% annually $500,000+: 0.80% annually
Financial planning and consultation services charged at $400/hour with a four-hour minimum
Account minimum: $0 (No minimum account size required to become a client) Fee-only: Financial planning and consultation services charged hourly at $400/hour with a four-hour minimum
Main office
Woodbridge CT
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Divorce And Money Matters LLC · Divorce And Money Matters, LLC · Money Matters! · Vasileff, Lili A · Wealth Protection Management
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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