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The Center for Wealth Preservation was founded with the mission of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.For each of our clients we strive to help create financial stability and security for a life of greater confidence, choice and freedom.

We have 5 areas of practice specialization:

Estate Planningarr

Business Succession
Planning arr

The LEAP ® System arr

Special Needs Planning arr

Retirement Planning arr

 

If you are caring for a person with a disability or other special needs - a spouse, child, sibling, dependent parent, other relative or friend - you should consider SpecialCareSM.

With Us, You're In Business For Yourself, Not By Yourself... Who knew a day at the office could be so rewarding? Anyone will tell you if there's honor in what you do, it can make a world of difference. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others. Feel great about what you do and enjoy the rewards you get for doing good work. Learn how to become a Financial Services Professional with us.

 

The Center for Wealth Preservation was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 516-364-4203.