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Wealth Preservation Group

Wealth Preservation Group LLC is a registered investment adviser firm located in Durham, North Carolina owned by Vance Syphers. Wealth Preservation Group provides customized wealth management solutions to highly compensated executives, high-net worth individuals, physicians, business owners, public and private corporations as well as non-profit entities. Let us know how we can help you. Read about the background of the WPG staff. Learn more about the services WPG offers.

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Wealth Preservation Group

Scott Syphers

1911 Hilla●●●●●●●●●●Suite 1020

Du●●am , NC, 27705

UNITED STATES

1919●●●●1406

1919●●●●9890

va●●●●@wpgnc.com

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Wealth Preservation Group

Scott Syphers

2855 S.●●●●●●● Street

Bur●●●ton , NC, 27215

UNITED STATES

1336●●●●9709

1336●●●●8939

va●●●●●●@bellsouth.net

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Wealth Preservation Group | wpgnc.com Reviews

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Wealth Preservation Group LLC is a registered investment adviser firm located in Durham, North Carolina owned by Vance Syphers. Wealth Preservation Group provides customized wealth management solutions to highly compensated executives, high-net worth individuals, physicians, business owners, public and private corporations as well as non-profit entities. Let us know how we can help you. Read about the background of the WPG staff. Learn more about the services WPG offers.

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6 non profits

7 physicians

8 portfolio management

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Wealth Preservation Group | wpgnc.com Reviews

https://wpgnc.com

Wealth Preservation Group LLC is a registered investment adviser firm located in Durham, North Carolina owned by Vance Syphers. Wealth Preservation Group provides customized wealth management solutions to highly compensated executives, high-net worth individuals, physicians, business owners, public and private corporations as well as non-profit entities. Let us know how we can help you. Read about the background of the WPG staff. Learn more about the services WPG offers.

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Businesses | Wealth Preservation Group

http://wpgnc.com/services/businesses

Rarr; Our Services. Wealth Preservation Group, LLC. provides consulting and advisory services to businesses and their key executives. As a result of our flexibility, we are able to address most concerns a business may encounter. We endeavor to provide comprehensive case specific solutions to both common and unique business needs and apply these solutions in the most tax efficient manner possible regardless of the structure of the entity. Areas of focus are:. Business Continuity and Succession Planning.

2

Firm Overview | Wealth Preservation Group

http://wpgnc.com/firm-overview

Rarr; Firm Overview. Wealth Preservation Group LLC is a registered investment adviser located in Durham, North Carolina. WPG provides wealth advisory services including comprehensive financial planning and investment management to highly compensated executives, high-net worth individuals, estates, physicians, business owners and public and private corporations as well as non-profit organizations. 1911 Hillandale Road, Suite 1020, Durham, NC, 27705 • 919.309.1406 • vadams@wpgnc.com.

3

Individuals | Wealth Preservation Group

http://wpgnc.com/services/individuals

Rarr; Our Services. Our individual wealth management and planning services include but are not limited to:. Comprehensive client specific planning solutions. Portfolio and Investment management. Advanced estate distribution and transfer strategies. Client and Family Education. Ongoing review to address changes in clients situations and monitor performance. Call now: 919.309.1406. 1911 Hillandale Road, Suite 1020, Durham, NC, 27705 • 919.309.1406 • vadams@wpgnc.com.

4

Who We Are | Wealth Preservation Group

http://wpgnc.com/who-we-are

Rarr; Who We Are. Mr Syphers has over 35 years experience in the financial services industry ranging from advanced estate and tax planning to venture capital financing. His career began in 1967 with the Connecticut General Life Insurance Company in their advanced estate planning program. He left Connecticut General in 1971 to start his own practice. Since the early 1970s Mr. Syphers’ practice has specialized in advanced estate and tax planning strategies. Member, Investment Adviser Representative. Invest...

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Our Services | Wealth Preservation Group

http://wpgnc.com/services

Rarr; Our Services. Please select from the links on the left to view our service offerings. 1911 Hillandale Road, Suite 1020, Durham, NC, 27705 • 919.309.1406 • vadams@wpgnc.com. Investment advisory services offered through Wealth Preservation Group LLC, a Registered Investment Advisory firm. Securities offered through Quantum Capital LLC. Member FINRA/SIPC. Insurance products and services offered through New Era Financial Planners Inc.

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Partners | Intangibles LLC

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Click a partner logo below to learn more. Http:/ www.cbc-raleigh.com/. Charlotte Motor Speedway (formerly Lowe’s Motor Speedway) is a motorsports complex located in Concord, North Carolina in the United States. The complex features a 1.5 miles (2.4 km) Quad-oval track that hosts NASCAR racing including the prestigious Coca-Cola 600 on Memorial Day weekend and the Sprint All-Star Race. Http:/ www.charlottemotorspeedway.com. Http:/ www.durhambulls.com. Http:/ hurricanes.nhl.com/. The Newark Pilots are a me...

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Wealth Preservation Group LLC is a registered investment adviser firm located in Durham, North Carolina owned by Vance Syphers. Wealth Preservation Group provides customized wealth management solutions to highly compensated executives, high-net worth individuals, physicians, business owners, public and private corporations as well as non-profit entities. Let us know how we can help you. Read about the background of the WPG staff. Learn more about the services WPG offers.

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