Center for Wealth Preservation, LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

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.

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