Wealth Protection Advisory (WPA) is a boutique, independent wealth management firm serving individuals, families, professionals, retirees, pre-retirees, and business owners with complex financial needs. Its planning-led approach coordinates investment management, retirement income, tax planning, Roth conversion analysis, estate planning, insurance protection, and business-owner strategies in a personalized process. WPA combines fiduciary guidance with its Wealth Intelligence Suite, a collection of diagnostic tools designed to assess portfolio risk, concentration, overlap, diversification, tax efficiency, income sustainability, protection needs, and risk tolerance.

The firm’s four-stage process—Discover, Analyze, Design, and Deliver—begins by understanding clients’ goals, evaluates their broader financial picture, develops a tailored strategy, and monitors and adjusts it over time. WPA typically works with wealth-management clients who have at least $500,000 in investable assets; this is a service guideline, not a universal eligibility requirement. The firm describes its advice as independent, transparent, and customized.

Investment advisory services are offered through Brookstone Capital Management, LLC, a registered investment adviser