We have 6 areas of practice specialization:
Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it,  while making your other children whole as well.

Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative.

Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government.
Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. 

SpecialCareSM Planning: A unique process built by  MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security.

The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. *

Visit us on:
Facebook - https://www.facebook.com/CenterForWealthPreservation/
Twitter - https://twitter.com/cwp_metro

CRN201901-207651

Business Development

Education

Center for Wealth Preservation, LLC

Center for Wealth Preservation, LLC's headquarters in Syosset, NY, United States

This department focuses on managing and executing marketing strategies to drive business growth and engagement.

Marketing Operations

The Financial Services Team at Center for Wealth Preservation, LLC is responsible for providing comprehensive financial planning and advisory services. They specialize in various areas, including business succession planning, education planning, estate planning, retirement planning, SpecialCareSM planning for families with special needs, and implementing the LEAP® System for wealth building. Their goal is to maximize financial opportunities, minimize taxes and costs, and ensure long-term financial security for their clients.

Financial Services Team

This department specializes in providing a range of financial services and solutions to clients.

Financial Services

The Leadership Team at Center for Wealth Preservation, LLC is tasked with overseeing the company’s strategic direction and operational efficiency while ensuring excellence across its various specialized practice areas. This team of experienced leaders collaborates to develop and implement business strategies, foster client relationships, and drive growth and innovation within the organization. Through their combined expertise, they ensure that all areas—from business succession and estate planning to retirement and education planning—are aligned with the company’s commitment to helping clients preserve and grow their wealth.

Leadership Team

The Wealth Management Team at Center for Wealth Preservation, LLC specializes in delivering personalized financial strategies that encompass business succession planning, education planning, estate planning, retirement planning, SpecialCareSM planning, and utilizing the LEAP® System. This team's primary focus is to help clients preserve, grow, and transfer their wealth through comprehensive, tailored solutions that ensure financial security and optimize lifetime opportunities.

Wealth Management Team

This department manages administrative tasks and coordination to support organizational operations.

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People (3)

Jobs (0)

Other teams

Financial Services Team

Financial Services

Leadership Team

Wealth Management Team

Administration Services

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People (3)

Jobs (0)

Other teams

Financial Services Team

Financial Services

Leadership Team

Wealth Management Team

Administration Services

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