Joseph G. McQuaid
- President and Founder
I began Wealth
Preservation Associates in 2008 to serve a client base
that includes growing families that have barely begun
the financial planning process needed to protect their
family and prepare for the retirement road ahead. I also
work with folks in the middle of their careers who often
times feel like they have years to get started with their
wealth creation, preservation and distribution plan when
in reality they are years behind in the quest to retire
comfortably. I also support the retired and about to retire.
These clients are very important to me because not only
are they in my generation they are the group most seriously
affected by a lack of planning. Often times they do have
the assets to create a comfortable retirement, but often
they do not have the plan. It is when I help these clients
that I get the most satisfaction.
I have come to this opportunity
after a long and satisfying career that has covered many
roles. I have worked within the disciplined ranks of Global
50 companies at all different levels including the guy
on the telephone taking customer complaints to the ranking
sales and marketing executive for the North American division
of one of the top five telecommunications companies in
the world. I have been a founder of companies that were
successfully funded and some that were not at the right
place at the right time.
Through all of it I have
served my employees and employers well. I have cherished
my client and customer relationships. And I have found
that a continuous focus on the objective and working the
plan to get to that objective have served me and all of
my colleagues very well.
Before founding Wealth
Preservation Associates here are some of my career highlights.
Mr. McQuaid has served in various leadership roles in
the technology, consulting and insurance fields for over
30 years. He has demonstrated entrepreneurial spirit throughout
his career always tempered with the discipline of his
enterprise leadership experience. He has been a visionary
who balances the practical needs of operating a profitable
entity with the mission to serve clients professionally.
Mr. McQuaid has fashioned a career that has seen him open
up U.S. markets for international companies, and expand
into global markets for U.S. based start up companies.
All of his effort and success has been focused on primary
customer contact. In every endeavor he has undertaken
he has held a lead role as a sales and marketing executive.
He has personally developed and implemented training programs
for entire sales and support organizations. He has produced
marketing plans which have built multi-million dollar
businesses from scratch. He has hired management teams
in multiple international locations. He has written business
plans to launch new businesses and successfully brought
them to market.
In his current capacity Joe has forged alliances with
other independent professionals to offer full service
health insurance, life insurance services and annuities,
to self employed professionals and individuals. His mission
is to help people protect their assets and preserve their
hard earned wealth.
As the founder of Oak Hill Technology Consultants LLC
and the President of Wealth Preservation Associates, Mr.
McQuaid brings the experience of over three decades of
successfully developing and managing customer and employee
relationships to a consulting and financial services firm
that is focused on the preservation, protection and distribution
of our clients' wealth to future generations.
With his strong focus on people and their specific needs,
Mr. McQuaid, through Wealth Preservation Associates, has
the experience to help individuals and businesses at every
level. Through Oak Hill's partnerships and affiliates
there is no stronger team to help clients.
Life Insurance and Annuities from names you can trust...
Humana, HumanaOne, United Healthcare,
Cigna, Lincoln Financial Services, Genworth, Lincoln Financial,
North American Life Insurance, Aviva, Allianz,
North American Annuities