Preserve Wealth DefensePreserve Wealth Defense

About Us

Look, we've been protecting people's assets since 2011. Liability shielding isn't sexy. It's not flashy. But it's the difference between keeping what you've built and losing it all to one bad lawsuit. We're straightforward about what we do: we help you structure your finances so your personal wealth stays personal. Your business, your investments, your family home — they're all potential targets if something goes wrong. That's where we come in. We don't overcomplicate things. We just make sure the right legal structures are in place so you can sleep at night.

Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.

Why Choose Us

  • Experienced TeamOur professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
  • Quality GuaranteedWe stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
  • Fair PricingTransparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
  • Proven ResultsThousands of satisfied customers and a track record of successful projects speak for themselves.

Our Story

Started by three former accountants who got tired of watching successful people lose everything. We'd sit in meetings with business owners who'd built something real, only to see it disappear because they didn't have proper liability protection. So we decided to do something about it. Fifteen years later, we've helped 847 clients shield their assets using everything from LLCs to more complex structures. Grew organically through word-of-mouth. Never needed fancy marketing because results speak louder than promises. Still operate out of our office on Calea Victoriei because we like being accessible to the people we serve.

2015

Company founded with a team of 3 passionate professionals

2018

Expanded services and reached 500+ satisfied customers

2021

Opened new headquarters and doubled our team size

2024

Celebrated serving over 2,000 clients with 98% satisfaction rate

Our Story

Our Core Values

The principles that guide everything we do

Straight Talk

No jargon. No flowery language. We tell you what you need, what you don't, and why. If someone else's solution is better for your situation, we'll say so.

Your Money Matters

We treat your assets like they're ours. Because frankly, if we can't protect wealth, we shouldn't be in this business. Every structure gets scrutinized.

Proven Over Perfect

We don't chase trends or fancy new legal strategies. We use what works. The structures protecting your wealth have protected thousands of others.

Available When You Need Us

Not some distant firm that takes three weeks to return calls. We're here. Local. Real phone numbers. Real people answering them.

Our Approach

Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.

Liability shielding
Learn More

Meet Our Team

The people behind Preserve Wealth Defense

Ionut Marinescu

Ionut Marinescu

Founder & Chief Strategy Officer

Spent 19 years in tax accounting before realizing prevention beats fixing disasters. Built our entire framework from scratch. Obsessed with finding the simplest solution that actually works.

Cristina Popescu

Cristina Popescu

Senior Liability Specialist

Watched too many clients get burned on liability issues to not care deeply. Thirteen years structuring protection plans. Knows every loophole, every risk, every way courts think about asset separation.

Mihai Toth

Mihai Toth

Legal Compliance Officer

Makes sure everything we recommend holds up if things go sideways. Nine years keeping us sharp. Has argued with regulators and won more times than we keep count.

We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.