Welcome to Our Site


Want to know more about the Wealth Preservation Institute?

The Wealth Preservation Institute was created for one reason. To assist people in creating, managing, protecting their hard-earned wealth. Our goal is to demystify the financial markets to assist clients in making educated decisions about assets and generational wealth.

We are consistently looking for simple words to explain the complex in order for clients to make informed financial decisions. We also serve to make "financial transparency" a norm.

  • 1993Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license).
  • 1996J.D. from Valparaiso University School of Law
  • 2001Started the Wealth Preservation Institute with the idea of making sense out the financial industry.
  • 2003First Book, The Doctor's Wealth Preservation Guide
  • 2005The WPI Courses - The Wealth Preservation Planner and Asset Protection Planner for Advisors
  • 2009Over 200 Advisors nationwide
  • 2011Home Equity Acceleration Plan