Center for Wealth Preservation

  • Financial Services
  • Syosset NY
  • 97 employees
  • Financial Services
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Company Overview

Headquarters
6800 Jericho Tpke Ste 202W, Syosset NY
Website
cwpmetro.com
Phone
(516) 364-4203
Employees
97
Founded in
2004
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is Center for Wealth Preservation

Center for Wealth Preservation is a financial services firm located in Syosset, New York. The company was founded by Lou Incorvaia. Center for Wealth Preservation serves a clientele of individuals and families who value comprehensive financial planning and wealth management. The firm specializes in a variety of financial services, including business succession planning, education planning, estate planning, retirement planning, and special needs planning. They offer a unique process called the LEAP® System, designed to help clients organize their insurance and assets, maximize growth, minimize taxes, and protect their families. Center for Wealth Preservation prides itself on its commitment to providing objective financial advice and personalized solutions tailored to each client's individual needs and goals. The firm leverages industry-leading tools and resources to create a comprehensive financial roadmap for its clients. For more information about Center for Wealth Preservation, visit their website at cwpmetro.com or connect with them on social media platforms like Facebook and Twitter.

Company Leadership

Samantha Clark

Associate Managing Partner

Phone Email
Greg Blum

Managing Partner at Center for Wealth Preservation / Mass Mutual

Phone Email

Center for Wealth Preservation Industry Tags

Financial Services
Life Insurance
Special Care
Disability Insurance
Estate Planning
Financial Advisory Services
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Center for Wealth Preservation Tech Stack

HTML
Twitter
GoDaddy DNS
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FAQ

What is the location of Center for Wealth Preservation's headquarters?
The headquarters of Center for Wealth Preservation are situated at 6800 Jericho Tpke Ste 202W, Syosset NY
What is Center for Wealth Preservation's phone number?
Center for Wealth Preservation's contact number is (516) 364-4203.
What is Center for Wealth Preservation's official website?
The official website of Center for Wealth Preservation can be found at cwpmetro.com.
What is Center for Wealth Preservation's current revenue?
As of January 2015, Center for Wealth Preservation's annual revenue reached $7B.
How many employees does Center for Wealth Preservation currently have?
Center for Wealth Preservation employs approximately 97+ people as of January 2015
Which industries is Center for Wealth Preservation primarily operating in?
Center for Wealth Preservation operates in the following industries: Finance, Credit
Who is the Associate Managing Partner of Center for Wealth Preservation?
Center for Wealth Preservation's Associate Managing Partner is Samantha Clark
What are Center for Wealth Preservation's industry tags?
Center for Wealth Preservation's industry tags include: Financial Services, Life Insurance, Special Care
When was Center for Wealth Preservation founded?
Center for Wealth Preservation was founded in 2004.

Employee Directory

Key Employees

Gary Ranftle

Managing Partner at CWP

Phone Email

Ryan Berman

Technology Specialist

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Robert Sturges

Financial Advisor

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Annemarie Carrasquillo

Director of Operations for Joshua Friedlander

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Eric Flowers

Agency Supervisory Officer

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Jared Stone

Head of Talent

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Salvatore Tringali

Personal Estate & Business Advisor

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