Broker Check

Why CWP?

The roots of The Center for Wealth Planning date back over 28 years when Arthur Abrahamsen, fed up with the corporate world’s politics, the antics of Wall Street and the poor, self-serving, and convoluted advice that many financial advisers offered, began his independent wealth planning practice.

Independence

We are not owned by a bank, mutual fund company or insurance company. We do not sell proprietary products that we receive incentives to sell, we do not underwrite stocks and we do not make loans. We are singular in focus, and that focus is to provide objective and unbiased financial advice that you need to achieve your financial goals.

Personal Relationships

We do not charge for our initial consultations, planning sessions, existing investment plan or portfolio reviews. Why ? We wouldn’t charge our own family. We start every client relationship with our best foot forward, doing what is right and investing our time in your success. The old fashioned way – relationships first not revenue.

Your Interests, Not Ours

Like your physician, CPA or attorney, we know acting in your best interest is not only our legal obligation, but it’s the way we get a good night sleep. Our advice is specific to your individual needs and comes with no strings attached.

Simplicity

Where You’re At, Where You’re Headed and Where You Need to Be – isn’t that all you really care about? We’ll provide you the 2″ thick binder of analytical reports, pie charts and graphs that will be outdated by the time you leave our office, but we prefer to minimize the big words and the industry jargon and keep our planning and recommendation to a concise 2-3 page “Snapshot” – so it’s easy to understand and the plan is seamlessly executed.

Honest & Transparent

In today’s world, there are global banks running brokerage firms that push their clients into buying a product just to meet a sales quota with hidden traps and undisclosed fees. We aim to set ourselves apart by always being fully transparent. We’re ALWAYS available to answer whatever questions clients have, no matter how small, no matter how specific.

Education

Most of our clients come to us with a small need or question which develops into the identification of problems or goals that they didn’t even know existed. Why does this happen? Our country educates on nearly every subject except finances, and this world is a MAZE to navigate. We’ll provide you the education you need to make an informed decision.