Wealth Protection Management evolved over 25 years from a strategic focus of working with clients before, during and after divorce to also include broader, more comprehensive wealth protection techniques.
We go back up the “pipeline” from the end decision to divorce, to illuminate and provide wealth management planning as part of life’s series of transitions. We take an interdisciplinary approach and apply tailored strategies to help individuals know when and how to pre-empt and resolve conflicts over money to protect and invest wealth.
Personal wealth, life’s transitions and the transfer of wealth are areas that are often taboo to discuss, plan and prepare for. For women especially, controlling private wealth and gaining decision-making power over money can be a life changing event. We empower our clients, primarily women and families, to feel secure managing their financial lives.
We provide insight, guidance, analysis and unparalleled recommendations on how you can meet the challenges you’re up against and grow the wealth you’re entitled to.
We make talking about money simple and to the point.
We untangle and resolve competing needs and interests.
We facilitate transparent and honest conversations.
We make it personal and create unique tailored solutions – much more than just providing simple answers.
We fearlessly dive in to conflicts over money to save you from making critical mistakes that endanger your wealth and legacy.
Then, we help you invest it to protect and grow your wealth.
Lili is a fee only CFP, Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, CDFA, and President of Wealth Protection Management in Greenwich, CT. She is author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”.
Her awards include the prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women; CEO Today 2018 Business Woman of the Year Award; Five Star Wealth Manager Award for last 9 years, the Best Wealth Protection Manager 2019 – Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award.