We specialize in building & protecting wealth for individuals, families, & businesses. With a holistic approach & a deep commitment to securing your financial future, we provide tailored strategies across six key areas of expertise.
1. Business Succession Planning
You've poured your time and energy into building a successful business — now it's time to ensure your legacy lives on. We help you create a seamless succession plan that empowers the next generation, whether you're passing the business to family members or preparing for a smooth transition to new ownership, all while ensuring fairness for all heirs.
2. Education Planning
Investing in education is one of the best decisions you can make for your family's future. We help you explore & implement smart, tax-efficient strategies to save for college & other educational goals, so you can provide opportunities that lead to lifelong success for your children or loved ones.
3. Estate Planning
For those who have worked hard to accumulate significant wealth, estate planning ensures that your legacy is passed on according to your wishes. We work with you to develop customized strategies that minimize taxes, avoid unnecessary costs, & maximize the impact of your estate for your family, favorite causes, & charities.
4. Retirement Planning
Your retirement should be a time to enjoy the fruits of your labor. Our comprehensive approach to retirement planning addresses your financial goals, lifestyle needs, & risk tolerance. We help you plan for a comfortable & secure retirement by creating a clear, actionable roadmap that evolves with your life’s changes.
5. SpecialCare™ Planning
For families with special needs, traditional financial planning doesn't always suffice. We offer SpecialCare™, a unique planning process designed to maximize financial security & protection for loved ones with disabilities. This strategy helps ensure their future needs are met without jeopardizing eligibility for government benefits.
Company Details
- Employees
- 94
- Founded
- -
- Address
- 6800 Jericho Tpke,
- Phone
- 631-851-5700
- sa****@****ide.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.cwpmetro.com
- HQ
- Syosset, New York
Center For Wealth Preservation, Llc Questions
Center For Wealth Preservation, Llc's helpline number is 631-851-5700
Center For Wealth Preservation, Llc's website is http://www.cwpmetro.com
Center For Wealth Preservation, Llc's LinkedIn profile is https://www.linkedin.com/company/center-for-wealth-preservation
Center For Wealth Preservation, Llc has
94 employees.
View email and phone details for 94
employees at Center For Wealth Preservation, Llc.
Center For Wealth Preservation, Llc's industry is
Financial Services
Center For Wealth Preservation, Llc's top competitors are
Equitable Advisors,
Massmutual,
Northwestern Mutual,
Wealthbridge Financial Group,
The Shed Restaurant #intheshed,
Wealthspire Advisors,
Procyon,
Zea Financial,
Fortis Lux Financial,
The Legacy Group.
Center For Wealth Preservation, Llc's support email address is samanthaclark@financialguide.com
Center For Wealth Preservation, Llc's categories are Financial Services
Center For Wealth Preservation, Llc's founding year is 2004
