Wealth Preservers, LLC is the independent planning resource Northeast Florida's physicians, business owners, and established families rely on to protect their income, their families, and the wealth they've spent a lifetime building.
From the exam room to the boardroom, we work with Northeast Florida's highest-earning professionals, ownership groups, and multi-generational families.
A single illness or injury can end a medical career overnight. We help physicians protect the income their entire financial life depends on.
See How We Help PhysiciansIf something happened to you tomorrow, would your business — and your family — be protected? We help owners and executives plan for the risks a business can't absorb on its own.
See How We Help Business OwnersFamilies who have built real wealth face a different set of risks — from a long-term care event to an inefficient transfer of assets. We help protect what you've already built.
See How We Help FamiliesSmart charitable strategies do more than write a check — they can increase what a donor is able to give while improving their own tax and financial position, growing the resources available to your mission.
See How We Help NonprofitsWe don't work product by product — every recommendation fits inside a single, coordinated plan for protecting and growing what you've built.
If you couldn't work tomorrow, would your income continue? We help you plan for the unexpected before it happens.
Learn MoreA plan that replaces your income, settles your estate, and gives your family certainty no matter what happens.
Learn MoreA single extended-care event can undo decades of saving. We help you plan for it before it happens.
Learn MoreGrow your savings with protection from market downturns, so a bad year in the market never becomes a bad retirement.
Learn MoreCoordinate how your estate passes to the people and causes you care about — efficiently, and the way you intend.
Learn MoreGive in a way that supports the causes you care about, in a way that also strengthens your own plan.
Learn MoreWhen too much of your net worth sits in a single stock, business interest, or asset class, a market move or sale can create real exposure — including a substantial tax bill. Advanced planning strategies can help you diversify that position more efficiently.
Learn MoreBusiness owners and highly compensated executives often hit the maximum their employer's retirement plan allows long before they've saved enough to maintain their lifestyle. We design supplemental strategies that remove that ceiling.
Learn MoreOur team of highly credentialed, experienced consultants is independent by design. We carry no corporate mandates and no sales quotas — which means every recommendation is built around your goals, not a home office's.
Allen Bronton, LUTCF, and the Wealth Preservers team combine sophisticated planning tools with direct, one-on-one guidance to help clients make confident, well-informed decisions about the wealth they've worked a lifetime to build.
“Professional, Honest and Thorough. Allen Bronton is an exceptional person. A pleasure to work with him.”
“I feel Allen understands my financial goals and retirement needs and provides helpful, personalized guidance. Highly recommend!”
Don't just take our word for it — read verified reviews from the physicians, families, and business owners we work with every day.
Read Our Reviews on GoogleReady to Talk?
Schedule a no-obligation conversation with one of our highly experienced advisors, or call (844) 672-0900.
Schedule AppointmentWealth Preservers, LLC · 90 Fort Wade Rd, Suite 100, Ponte Vedra, FL 32081 · Florida-Licensed Insurance Agency · License No. E028798
Ponte Vedra, FL
Schaumburg, IL
Wickenburg, AZ
Naples, FL
We have a wealth of experience guiding clients through the complexity of risk management and executive benefits, putting in place unique family centered and employer-sponsored solutions.
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