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.
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.