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
Marc S. Wachter, Esq. is the President of the Wealth Planning Center ("WPC"). 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.
Linda Guilarte Orofino - Managing Partner
In 1996, after just having graduated with a degree in business psychology from the University of Central Florida, Linda Guilarte joined Marc Wachter at Northwestern Mutual Life Insurance Company. Ms. Guilarte was in charge of client success management. During that four year tenure, Ms. Guilarte managed over 20 agents and helped to maintain a book of business that was continually growing at over 30% a year. With the creation of Wealth Planning Center, Ms. Guilarte was promoted to Executive Director of Client Relationships and began her career as a life insurance agent. She quickly developed a niche market with young professionals. Her success then grew into being appointed Chief Operating Officer in 2004. WPC grew into one of South Florida's top producing life insurance agencies for the high to ultra-high net-worth clientele. Ms. Guilarte designed and implemented a client management system that yielded retention based on transparency and flawless execution, providing the best product possible. She managed a high power referral network with some of the East Coasts best private wealth advisors, accountants and estate planning attorneys.
Ms. Guilarte is fluent in Spanish with a working knowledge of Italian and has traveled to every major continent in the world. Her passions include adventure trekking, long distance paddle boarding and creating fine pastries. In 2011 she graduated top of her class at Le Cordon Bleu.