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Wealth Planning Center

“We are the financial planning quarterbacks.”
– Marc Wachter, Founder and President


Wealth Planning Center was featured in Forbes Magazine's June 2014 Florida Financial Leaders edition. Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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AS SEEN IN

SUNSET ISLAND MAGAZINE

Wealth Planning Center

“Over the last 20 years, I have built a network of amazing relationships with several of the most brilliant estate planning, tax planning and asset protection planning attorneys in the country,” says Wachter. “These relationships enable me to provide value to the highest net worth people. When it comes to life insurance, I don’t represent one company, I represent the client.”
– Marc Wachter, Founder and President

Click here to read more

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THE WPC TEAM

The WPC network is comprised of professionals from the areas of estate planning, asset protection, insurance, tax strategy, accounting, financial planning and money management. All of the members are licensed professionals committed to the philosophy that by working together, WPC is able to bring top solutions to the table in a way that substantially benefits all parties.

Going beyond the basics.

Basic legal entities such as Corporations, Limited Liability Companies (LLCs), Family Limited Partnerships (FLPs), Trusts etc., as well as the protection of one’s homestead, personal assets and various pension and saving accounts are part of every wealth planning program. WPC goes beyond these basics. In today’s economy cost-effective implementation of tested programs that both tax-efficiently accumulate and protect wealth are of critical importance for every professional in the United States. There are delicate issues that must be agreed upon by highly qualified and experienced specialists working together.

MARC S. WACHTER, ESQ.

President

Prior to founding WPC, Mr. Wachter served in several senior positions. In 1993, he joined The Northwestern Mutual Life Insurance Company (with 7,500 agents in the USA) and became the leading first year agent in the entire country. His outstanding leadership led to the opening of The Wachter Agency. Recruiting, training and managing 10 attorneys, Mr. Wachter and his organization proceeded to advise on the legalities and state-of-the-art products and strategies available for use in wealth protection and estate planning. Mr. Wachter built one of the most successful Northwestern agencies in the country. He was awarded the prestigious District Agent Achievement Award for outstanding leadership and sales production.


In 1999, Mr. Wachter created WPC, a firm dedicated to providing exclusive tax minimization and wealth accumulation and protection strategies for professionals and the highly affluent. His organization and network consists of many well respected legal, financial and academic professionals worldwide. Mr. Wachter is a professional for those who seek to minimize estate taxes, reduce corporate or personal income taxes; maximize tax advantaged investment programs as well as protect their assets from the claims of creditors..


Born in New York City, Mr. Wachter attended The George Washington University, in Washington, DC, where he graduated with a Bachelor of Business Administration in Finance. He then went on to graduate from the Benjamin N. Cardozo School of Law, New York City, NY in 1991. He spent his summers working for the New York Criminal Justice Departments as well as the compliance division of the American Stock Exchange. After graduation he worked as an attorney in the fields of tax, bankruptcy and asset protection until he joined Northwestern in 1993. Mr. Wachter has been a frequent guest lecturer at many financial and estate planning conferences throughout the country and has extensive experience in sales, marketing and motivational training. He has appeared in many periodicals including Newsweek and Time magazine.

THE WPC TEAM

The WPC network is comprised of professionals from the areas of estate planning, asset protection, insurance, tax strategy, accounting, financial planning and money management. All of the members are licensed professionals committed to the philosophy that by working together, WPC is able to bring top solutions to the table in a way that substantially benefits all parties.

Going beyond the basics.

Basic legal entities such as Corporations, Limited Liability Companies (LLCs), Family Limited Partnerships (FLPs), Trusts etc., as well as the protection of one’s homestead, personal assets and various pension and saving accounts are part of every wealth planning program. WPC goes beyond these basics. In today’s economy cost-effective implementation of tested programs that both tax-efficiently accumulate and protect wealth are of critical importance for every professional in the United States. There are delicate issues that must be agreed upon by highly qualified and experienced specialists working together.

MARC S. WACHTER, ESQ.

President

Prior to founding WPC, Mr. Wachter served in several senior positions. In 1993, he joined The Northwestern Mutual Life Insurance Company (with 7,500 agents in the USA) and became the leading first year agent in the entire country. His outstanding leadership led to the opening of The Wachter Agency. Recruiting, training and managing 10 attorneys, Mr. Wachter and his organization proceeded to advise on the legalities and state-of-the-art products and strategies available for use in wealth protection and estate planning. Mr. Wachter built one of the most successful Northwestern agencies in the country. He was awarded the prestigious District Agent Achievement Award for outstanding leadership and sales production.


In 1999, Mr. Wachter created WPC, a firm dedicated to providing exclusive tax minimization and wealth accumulation and protection strategies for professionals and the highly affluent. His organization and network consists of many well respected legal, financial and academic professionals worldwide. Mr. Wachter is a professional for those who seek to minimize estate taxes, reduce corporate or personal income taxes; maximize tax advantaged investment programs as well as protect their assets from the claims of creditors..


Born in New York City, Mr. Wachter attended The George Washington University, in Washington, DC, where he graduated with a Bachelor of Business Administration in Finance. He then went on to graduate from the Benjamin N. Cardozo School of Law, New York City, NY in 1991. He spent his summers working for the New York Criminal Justice Departments as well as the compliance division of the American Stock Exchange. After graduation he worked as an attorney in the fields of tax, bankruptcy and asset protection until he joined Northwestern in 1993. Mr. Wachter has been a frequent guest lecturer at many financial and estate planning conferences throughout the country and has extensive experience in sales, marketing and motivational training. He has appeared in many periodicals including Newsweek and Time magazine.

Financial Services

INSURANCE SOLUTIONS

WPC has vast experience in Life, Disability, Long Term Care and Annuities and is licensed to offer insurance products from virtually every major insurance carrier in the industry.

FINANCIAL PLANNING

WPC’s objective is to design a comprehensive financial plan based on our client’s individual needs and desires. This requires not only a detailed understanding of the client’s objectives, but the finest financial resources and products to fit those needs.

ASSET PROTECTION

Asset protection planning is about creating a legal structure that protects your assets by not only making it as difficult as possible for a creditor to collect on a judgment, but also to convince a creditor of the unlikelihood of ever collecting.

ESTATE ANALYSIS

Estate plans help ensure your estate, financial goals and loved ones are protected upon your death. WPC helps with the creation of such plans, being mindful of both federal and state laws governing estates.

TAX MINIMIZATION

WPC offers customized solutions for both domestic and international strategies specifically designed to reduce taxes. Whether minimizing gains from a business sale or creating tax advantage retirement planning, WPC will tailor to your specific needs.

INSIGHTS



 
 

INSIGHTS



Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.


Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.


Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.


Money

Managing your money involves more than simply making and following a budget.


Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.


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