What departments does Center for Wealth Preservation, LLC have?

Center for Wealth Preservation, LLC has employees across 5 departments including Human Resources, Business, Finance, Banking, Analytics.

What is the largest department at Center for Wealth Preservation, LLC?

The largest department at Center for Wealth Preservation, LLC is Banking with 5 employees.

Where are Center for Wealth Preservation, LLC employees located globally?

Center for Wealth Preservation, LLC has employees across 3 continents and 3 countries including United Arab Emirates, United States Of America, Australia.

How has Center for Wealth Preservation, LLC's team size changed over time?

Center for Wealth Preservation, LLC's team has decreased from approximately 82 to 72 employees based on available data.

Center for Wealth Preservation, LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

Center for Wealth Preservation, LLC is a financial services firm based in Woodbury, New York, focused on building and protecting wealth for individuals, families, and businesses. It takes a holistic approach, delivering tailored strategies across core areas such as business succession planning, education planning, estate planning, retirement planning, and SpecialCare™ Planning to support long-term financial security.

Its client base includes individuals, families, and business owners seeking integrated planning to meet long-term goals and risk considerations. The firm positions itself as a holistic wealth-planning provider within the financial services landscape, emphasizing coordinated planning that adapts to clients’ changing lives. More information is available on its website at https://cwpmetro.com.

Center for Wealth Preservation, LLC Global Highlights

North America
106

United States Of America
106

Asia
1

United Arab Emirates
1

Oceania
1

Australia
1

Center for Wealth Preservation, LLC's Leadership

D. M. W.
President
Mobile Phone
Email
J. S.
Head Of Talent
Mobile Phone
Email
A. F.
Chairman
Mobile Phone
Email
J. R.
Managing Partner
Mobile Phone
Email
P. C.
Business Manager
Mobile Phone
Email
A. M.
Lpl Registered Principal
Mobile Phone
Email
J. R. S.
Wealth Management And Estate Planning
Mobile Phone
Email
S. T.
Personal Estate & Business Advisor
Mobile Phone
Email

Center for Wealth Preservation, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Recruiting
Business Development
Community & Social Services
Other
Finance
Program & Project Management

Contact profiles from Center for Wealth Preservation, LLC

Name

Title

Contact Info

Location

Last Update

D. M. W.
President
Mobile Phone
Email
Apr 15, 2026
A. F.
Chairman
Mobile Phone
Email
Jun 08, 2026
J. R.
Managing Partner
Mobile Phone
Email
Oct 18, 2024
J. S.
Head Of Talent
Mobile Phone
Email
Apr 19, 2024
P. C.
Business Manager
Mobile Phone
Email
Oct 21, 2024
A. M.
Lpl Registered Principal
Mobile Phone
Email
Jan 10, 2025
J. R. S.
Wealth Management And Estate Planning
Mobile Phone
Email
Jun 22, 2026
S. T.
Personal Estate & Business Advisor
Mobile Phone
Email
Jun 25, 2026
S. F.
Financial Services Professional
Mobile Phone
Email
Jun 25, 2026
I. P. R.
Financial Service Advisor
Mobile Phone
Email
Jul 19, 2025

Frequently Asked Questions

What is Center for Wealth Preservation, LLC known for?

Center for Wealth Preservation, LLC was founded in 2004 operates in the Financial Services industry. Explore Center for Wealth Preservation, LLC's company overview page for more information.

What is Center for Wealth Preservation, LLC's most common email format?

Center for Wealth Preservation, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Center for Wealth Preservation, LLC email formats with LeadIQ.

How many employees does Center for Wealth Preservation, LLC have currently?

Center for Wealth Preservation, LLC has approximately 102 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Center for Wealth Preservation, LLC's key employees and leadership?

As of July 2026, Center for Wealth Preservation, LLC's key employees include:

President: D. M. W.
Head Of Talent: J. S.
Chairman: A. F.
Managing Partner: J. R.
Business Manager: P. C.

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Center for Wealth Preservation, LLC Employee Directory

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