Asset Protection Experts Launch National Wealth Protection Alliance

August 12, 2004 -- Jarvis & Mandell, LLC (Los Angeles and New York) has partnered with Agilis Benefit Services, LP (Dallas) to form the Wealth Protection Alliance (WPA). The WPA is a national network of elite independent financial advisory firms whose goal is to help clients build and preserve their wealth. Through its strong relationship with accountants and attorneys and the support of insurance companies and broker dealers, the WPA offers sophisticated and multi-disciplinary techniques to its clientele.. This multi-disciplinary approach is designed to give clients superior alternatives to traditional planning.

Over the last several years, both Jarvis & Mandell and Agilis Benefit Services have independently become leaders in the areas of wealth preservation. By combining these two successful firms, the WPA can expand the reach of its proprietary financial strategies through a participating network of firms throughout the country. These financial firms participate in daily educational sessions to broaden their knowledge of innovative solutions so they can then bring to clients on a local level. Ultimately, it is the clients who benefit most – by having access to national expertise delivered with local service.

David Mandell JD, MBA and Christopher Jarvis MBA, the founders of Jarvis & Mandell, have been recognized as experts by the physician community for years. They have written numerous books, including The Doctor's Wealth Protection Guide (endorsed by several state medical societies) and "Risk Management for the Practicing Physician," accredited to give physicians up to 6.25 hours of Category I Continuing Medical Education (CME) credit. Their latest book, Wealth Preservation: Build and Preserve Your Financial Fortress and their unique concept of a "personal economy" led to appearances on Bloomberg Television and Good Day, New York (Fox-TV) – expanding their expertise to include business owners, entrepreneurs and real estate investors.

AGILIS Benefit Services, a boutique investment banking and benefits firm, caters to successful private businesses and their owners. .AGILIS has developed a variety of proprietary tools that solve challenges related to taxation, asset protection, benefits, retirement, and estate planning. Through these and merger and acquisition deals, AGILIS has handled over $1,600,000,000 in transactions over the past 10 years.

The Wealth Protection Alliance is based out of New York, Los Angeles, Dallas and St. Croix (USVI) with 42 members and affiliates nationwide. For more information about the WPA, contact Todd Goldfarb, Director of Marketing, at (646) 215-5101.




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