Pub. 23 2024 Issue 3

Can Your Family Wealth Management Plan Pass the 360° Stress Test? Kevin Ellman CFP, CEO and Paul D. Miller are proud to announce the publication of their latest book. Wealth Preservation Solutions, LLC. 45 Eisenhower Drive, Suite 550 Paramus, New Jersey 07652 wealthpreservationsolutions.com Contact Kevin Ellman CFP Tel: (201) 632-2022 Email: kellman@wpsllc.net A Personal Family Office Critical to the success of a Wealth Preservation and Succession Plan, is having a 360° Family Wealth Manager oversee and coordinate the diverse cast of professionals responsible for implementing a plan’s complex elements and techniques to achieve the desired results. Can your Family Wealth Management plan pass the 360° Stress Test? Call (201) 632-2022 to receive a complimentary copy of our new book. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions, LLC is not affiliated with Kestra IS or Kestra AS. Investor Disclosures

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