Broker Check

Search No More for
Personalized Advice
& Dedicated Service

Where are you? Where do you want to be? What do you need
to do to get there? We will develop a customized plan to help
provide answers and solutions to your financial concerns.

Learn more

Effective Strategies for your ideal tomorrow


The Center for Wealth Planning is an independent, boutique wealth management firm located in Bellport, NY. We specialize in providing personalized family financial advice and asset management services.

At The Center for Wealth Planning, you’ll have a much different experience. We are a wealth planning based firm. We understand that a fundamental part of wealth planning is effectively managing the challenges of your life today, utilizing personal creativity to overcome those challenges that will help you achieve your goals.

We identify financial related problems, establish goals, create an individualized plan and coordinate with your tax and legal advisors to establish clear, well thought out recommendations. We then partner with you to see the implementation process through and monitor your progress. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives – creating a long-term partnership.


Why CWP?


Our Philosophy



Why CWP?

Why CWP?

  • Independence

  • Your Interests, Not Ours

  • Honest & Transparent

  • Personal Relationships

  • Simplicity

  • Education
Learn more

Let's Get to Know Each Other

Thank you! Oops!