Shield Wealth DefenseShield Wealth Defense

About Us

Look, we get it. You've built something real. A business, investments, maybe some property. The last thing you need is one lawsuit or unexpected claim wiping out everything you worked for. That's where we come in. Shield Wealth Defense helps people like you create a real barrier between your personal assets and liability risks. We're not fancy. We don't use complicated jargon just to sound smart. What we do is straightforward: we help you understand your exposure, then build a protection strategy that actually works. Been doing this for 13 years now, and we've seen what happens when people wait too long. Don't be that person.

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.

Our Core Values

The principles that guide everything we do

Straight Talk

No corporate speak. No hidden fees buried in fine print. We tell you what you need to hear, not what's easiest to sell.

Your Money Matters

We treat your wealth like it's ours. That means we don't recommend protection you don't actually need or miss gaps that could hurt you.

Keep It Simple

Liability protection doesn't need to be complicated. We break down the legal stuff into language actual humans understand.

Always Available

Questions at 6 PM on a Friday? Email or call. We're here when you need us, not just during business hours.

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Our Mission

Shield your wealth from unnecessary risk through smart, practical liability protection. We give straight answers about what you need—nothing more, nothing less. Our job is making sure you sleep better at night knowing your family's future isn't one accident away from disaster.

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Our Vision

A world where hardworking people keep what they earn. Where liability protection isn't some complicated mystery. Where you know exactly what's protected and why. That's the Shield Wealth Defense way.

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.

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Our Story

Started back in 2011 when our founder got tired of watching business owners lose everything over preventable liability issues. He was a CPA who kept seeing the same pattern: smart people building successful companies, then losing it all because they didn't have proper protection in place. So he decided to fix it. Built Shield Wealth Defense to be different from typical insurance brokers—more focused, more transparent, actually willing to explain things. Over 13 years we've helped 847 clients across Romania structure their assets smarter. Still family-owned. Still obsessed with getting people the right answers.

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 Shield Wealth Defense

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

Alexandru Popescu

Alexandru Popescu

Founder & Lead Protection Strategist

Started Shield Wealth Defense after 15 years in accounting. Saw too many people lose everything. Now obsessed with preventing that. CPA, CFP, and genuinely believes liability protection should be simple.

Miruna Ionescu

Miruna Ionescu

Asset Protection Specialist

Handles the legal structure side. Built frameworks for 500+ clients. Knows Romanian corporate law inside-out. Drinks way too much coffee but catches what others miss.

Bogdan Cristian

Bogdan Cristian

Risk Assessment Manager

Figures out what you're actually vulnerable to. Does deep dives into client situations. Comes from insurance background but ditched the corporate thing for real work.