Center for Wealth Preservation

Center for Wealth Preservation At The Center, we consider each client a life-long association, whose success is a reflection of our

We have 5 areas of practice specialization:
- Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and want to help them make sure their wealth is distributed equitably to their family and charities, rather than to the government.


- Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see you 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.

- SpecialCareSM Planning: A planning process created by Massachusetts Mutual Life Insurance Company, that creates a plan for families with special needs to help maximize financial opportunities and protection for lifetime security.

- Corporate Benefit Planning: You’ve worked hard to build your business. Retaining and attracting top-flight talent is essential to your success, and we can help you design medical, deferred compensation and executive benefit plans that will give you the edge. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services. For complete details discuss with a SpecialCareSM Planner or go to www.massmutual.com/specialcare. Visit us on:
Facebook: https://www.facebook.com/CenterForWealthPreservation/
LinkedIn: http://bit.ly/2iwfg8G

CRN201901-207651

A very merry Christmas to you and yours!
12/25/2020

A very merry Christmas to you and yours!

12/24/2020
: Create a system to capture ideas. Catalog moments of inspiration, and keep them visible so you can more easily connec...
12/24/2020

: Create a system to capture ideas. Catalog moments of inspiration, and keep them visible so you can more easily connect the dots. Learn more: https://bit.ly/2GDdIrR.

Looking for healthier eating habits in the new year? A holistic MD shares their insights on how to develop some.
12/23/2020

Looking for healthier eating habits in the new year? A holistic MD shares their insights on how to develop some.

Five tips for forming healthy habits when every day feels the same.

Tracy Pick, a MassMutual financial professional passionate about giving back, was instrumental in the founding of Champi...
12/22/2020

Tracy Pick, a MassMutual financial professional passionate about giving back, was instrumental in the founding of Champions for Champions, a nonprofit offering arts, humanities, and other diverse opportunities to those with special needs in Marion County, FL.

How a special needs planner finds his niche through his work with a Florida nonprofit.

Contact us to learn more about how a financial professional can help you reach your goals: https://bit.ly/vofp-042
12/22/2020

Contact us to learn more about how a financial professional can help you reach your goals: https://bit.ly/vofp-042

After saving their father’s small business, Sandy and Laura want to share their strategies for success with the next gen...
12/22/2020

After saving their father’s small business, Sandy and Laura want to share their strategies for success with the next generation of female entrepreneurs. Here are three rules for female small business leaders. https://blog.massmutual.com/post/business-idaho

We provide the knowledge, support, and planning for our financial advisors to build a successful & comprehensive busines...
12/22/2020

We provide the knowledge, support, and planning for our financial advisors to build a successful & comprehensive business.

MassMutual is committed to recruiting in the Chinese community. Learn more about a career at MassMutual at https://careers.massmutual.com

Contact us to learn more about how a financial professional can help you reach your goals: www.cwpmetro.com
12/21/2020

Contact us to learn more about how a financial professional can help you reach your goals: www.cwpmetro.com

It is officially the first day of winter!
12/21/2020

It is officially the first day of winter!

It's that time of year! How you can help cut that holiday debt!
12/21/2020

It's that time of year! How you can help cut that holiday debt!

You blew your budget on holiday gifts, and you’ve got the credit card bills to prove it. Financial experts offer tips for paring down debt in the new year.

A simple solution of 2/3 rubbing alcohol and 1/3 water in a spray bottle is an easy way to defrost your windows when it ...
12/21/2020

A simple solution of 2/3 rubbing alcohol and 1/3 water in a spray bottle is an easy way to defrost your windows when it gets colder... and who doesn’t like using a spray bottle?

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Syosset, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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