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
Find new financial services businesses in Goshen, then launch a cold email campaign built for you.
Wealth Preservation Management is a financial services business (LLC) registered on May 15, 2026 with the Connecticut Division of Corporations. The business is located in Goshen, Connecticut 06756-2018. The filing lists William McCarthy as Principal.
It's getting views. Claim the page for free to control what your customers see.
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.
Filing timeline will be available soon.
Wealth Preservation Management was registered as LLC on May 15, 2026 in Connecticut.
Wealth Preservation Management is based in Goshen, CT, 06756-2018.
Wealth Preservation Management is classified as a financial services business (portfolio management).
No EIN was found on file for Wealth Preservation Management at the time of registration.
Based on the business category, these service providers typically target this type of business.
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›