Center for Wealth Preservation, LLC

Financial ServicesNew York, United States51-200 Employees

Center for Wealth Preservation, LLC is a financial services firm based in Woodbury, New York, focused on building and protecting wealth for individuals, families, and businesses. It takes a holistic approach, delivering tailored strategies across core areas such as business succession planning, education planning, estate planning, retirement planning, and SpecialCare™ Planning to support long-term financial security.

Its client base includes individuals, families, and business owners seeking integrated planning to meet long-term goals and risk considerations. The firm positions itself as a holistic wealth-planning provider within the financial services landscape, emphasizing coordinated planning that adapts to clients’ changing lives. More information is available on its website at https://cwpmetro.com.

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