A retirement-focused firm built around clarity, continuity, and care.
Wealth Preservation Group helps people make retirement decisions with confidence by combining practical planning, plain-English guidance, and long-term partnership.
About
Who we serve, and what we typically help with
We’re a retirement-focused planning firm serving households in Western Massachusetts and Northern Connecticut. Most of the people we work with are in the years leading up to retirement, or already retired, and many are between ages 55 and 75. They want a practical plan to turn what they saved into income they can depend on.
Many firms start with products. We start with people, priorities, and pressure points. We focus on helping you answer the questions that matter most: how much income you can count on, when to claim Social Security, how to think about taxes, and how healthcare and legacy goals fit into the full picture.
Our Values
We help households in Western Massachusetts and Northern Connecticut make confident decisions — turning financial complexity into a path that fits how you actually want to live.
Clarity before complexity
People before products
Straight answers over industry jargon
Long-term relationships over one-time transactions
Process
Here’s what it’s like working together
Listen
We start with a conversation about your goals, concerns, and timeline.
Clarity
We organize your current financial picture so decisions are based on facts, not guesswork.
Ease
We build and explain a coordinated strategy for income, Social Security, tax minimization, and legacy goals.
Confidence
We help you make decisions at a pace that feels informed and comfortable.
Continuity
We stay with you over time and adjust as life and markets change.
Meet the Founder
Shawn Wrisley
President
Shawn Wrisley of Wealth Preservation Group has spent nearly 12 years helping people navigate retirement decisions that can shape the rest of their lives. His mission is to replace uncertainty with clarity so clients feel confident about the income they can rely on.
His approach is grounded in real life. He grew up seeing the effects of financial stress and now focuses on building plans that reduce anxiety, simplify complexity, and support confident decisions.
He is also a parent of two children, which informs how he thinks about long-term responsibility and planning. Outside of work, he enjoys baseball and racing cars. Racing reinforces principles he applies with clients every day: preparation, discipline, and staying calm under pressure.
In meetings, Shawn often returns to three practical questions:
Q.
What is this?
Q.
What does it do?
Q.
What does it mean for you?
