Expertise --> Trust --> Peace of Mind

Protect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business professionals. Understanding that our clients are business owners with unique needs that evolve significantly over time, we work closely together throughout their professional careers to ensure our clients have the right coverage and the right support every step of the way.

Founded by Dr. Ian Wexler, a well-known dentist who after becoming disabled was a tireless advocate for obtaining the right coverage at the right time, Protect delivers an unparalleled level of client care and unmatched understanding for the insurance needs of professional clients.

Protect Financial

This department provides financial advice and investment strategies to clients to help manage and grow their wealth.

Protect Financial

Org chart

Teams

Wealth Management

Offices

Protect Financial

Org chart

Teams

Wealth Management

Offices

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