Preserve Secure WealthPreserve Secure Wealth

About Us

Look, we've been doing this for 13 years. Not because we're fancy or we love buzzwords. We started Preserve Secure Wealth because we watched too many people lose everything to risks they didn't see coming. Your money's important. Your family's future matters. So we built a firm that focuses on one thing: making sure your wealth stays protected. We don't do generic advice. We dig into your actual situation, find the gaps, and fix them. That's it. That's how we work.

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 Mission & Our Vision

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Our Mission

Help clients identify hidden risks before they become problems. We create practical protection strategies tailored to real circumstances—not templates. Our job's simple: keep your wealth safe so you can focus on what matters. Real solutions. Real peace of mind.

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Our Vision

A world where financial security isn't a luxury for the wealthy. Where ordinary people sleep at night knowing their assets are properly defended. We're building that by making expert risk management accessible, honest, and straightforward for everyone we serve.

Our Story

Started in 2011 when our founder realized the insurance industry was way too complicated for regular folks. Documents nobody understood. Fees buried in fine print. Coverage gaps that nobody explained. So we decided to do it differently. Built a small team of people who actually know the ins and outs. Spent years learning what works and what doesn't. Today we've protected the assets of 47 families and 23 small businesses across București and surrounding regions. We're still small. We like it that way.

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

Meet Our Team

The people behind Preserve Secure Wealth

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

Andrei Popescu

Andrei Popescu

Founder & Senior Risk Strategist

13 years in financial protection. Started this company because the old way wasn't working. Spends his time digging through contracts other advisors miss. Obsessed with detail.

Elena Constantinescu

Elena Constantinescu

Wealth Protection Consultant

Specializes in family asset protection and succession planning. Works with entrepreneurs mostly. Has a way of making complex strategies actually make sense to normal people.

Mihai Vasile

Mihai Vasile

Risk Assessment Specialist

The guy who finds the gaps. Previously worked in corporate risk management for 8 years. Now helps smaller businesses actually understand their exposure. Detail-oriented doesn't begin to cover it.

Our Core Values

The principles that guide everything we do

Transparency

No hidden fees. No jargon. We tell you exactly what we're recommending and why. If something's complicated, we explain it twice.

Practicality

Theory's useless. We focus on solutions that actually work in the real world with real constraints and real budgets.

Loyalty

Your interests come first. Always. We're paid to protect you, not to sell you stuff you don't need.

Diligence

We dig deeper than most. Missing one small risk is the same as having no protection at all. We catch what others miss.