Every new Connecticut business filing, every dayWealth Preservation Management
William McCarthy, Principal
Wealth Preservation & Management is an independent portfolio management firm based in Vancouver, Canada, serving investors seeking focused, equity-first portfolios for long-term growth. The website describes building portfolios for those 'tired of mediocrity' and emphasizes serious long-term growth strategies. The business operates under the same name as the Connecticut LLC filing, but the filing's principal address in Goshen, CT and the website's Vancouver location suggest they may be separate entities sharing a name.
Filed May 15, 2026 · Goshen, CT · Litchfield County
Find new financial services businesses in Goshen, then launch a cold email campaign built for you.
Every new Connecticut filing, every day
See how it worksSource
Connecticut Secretary of the State (business.ct.gov) · Entity 3444298 · Retrieved July 27, 2026
About Wealth Preservation Management
Wealth Preservation & Management, LLC filed in Connecticut on May 15, 2026, as a financial services firm specializing in portfolio management. William McCarthy is the principal. The principal address is in Goshen. The domain was registered on November 26, 2009, over 16 years before the filing, and the website is modern. The company was first seen on July 27, 2026, 73 days after filing. No annual report or EIN on file yet. Four other entities share the same owner name. We estimate revenue between $1M and $10M and 1 to 5 employees.
- Domain registered 6,014 days before the filing date.
- First seen 73 days after filing, a longer gap.
- Four other entities share the same owner name.
- We estimate revenue between $1M and $10M and 1 to 5 employees.
- Website is modern and verified as live.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 5 new businesses registered in Goshen in May 2026, and the only financial services business registered there that month.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Officers / Authorized Persons
Frequently Asked Questions
When was Wealth Preservation Management registered?
Wealth Preservation Management was registered as LLC on May 15, 2026 in Connecticut.
Where is Wealth Preservation Management located?
Wealth Preservation Management is based in Goshen, CT, 06756-2018, in Litchfield County.
What type of business is Wealth Preservation Management?
Wealth Preservation Management is classified as a financial services business (portfolio management).
Does Wealth Preservation Management have an EIN on file?
No EIN was found on file for Wealth Preservation Management at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
Turn fresh financial services businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›