Wealth Protection Strategies, LLC

Wealth Protection Strategies, LLC Our approach at WPS is focused on building financial strategies to help protect families and business. member FINRA/SIPC.

For full disclosures please see our website at https://www.wealthprotectionstrategies.com/ Our team takes the time to understand your financial goals and identify the necessary steps to reach them. By providing a unique client experience, WPS will help you stay on track by creating and implementing an investment solution that is custom tailored to your needs. You can visit our website at www.wealthprotectionstrategies.com for more information! CA License Number 0D13466

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please keep in mind that this is not secure and we do not transmit personal information via this unless we have sent the information through a secure line. Please do not include personal or confidential information in your transmission, and instead include a phone number and the best time to reach you at that number. It is important that you do not use this to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed by Osaic Wealth, Inc. The information contained in this and any attachments is strictly confidential and is for the use of the intended recipient. Any use, dissemination, distribution, or reproduction of any part of this or any attachment is prohibited. If you are not the intended recipient, please notify the sender by returning and delete all copies including attachments.

10/09/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Business owners should consider a succession plan sooner rather than later.
10/05/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Use your car for business? Make sure you're on the same page as your insurance carrier.
10/02/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/28/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

A home warranty may make sense, but you need to set proper expectations.
09/25/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
09/21/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

09/18/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Check out this video on taxes.
09/14/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

09/11/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Address

290 Union Square Drive
New Hope, PA
18938

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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