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Center for Wealth Preservation (CWP)

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Center for Wealth Preservation (CWP)

Overview:

We have 5 areas of practice specialization:

   * Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and want to make sure their wealth is distributed equitably to their family and charities, rather than to the government.
   * Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see you legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well.
   * The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better.
   * SpecialCareSM Planning: A unique process created by our parent company, MassMutual, that creates a plan for families with special needs that maximizes financial opportunities and protection for lifetime security.
   * Corporate Benefit Planning: You’ve worked hard to build your business. Retaining and attracting top-flight talent is essential to your success, and we can help you design medical, deferred compensation and executive benefit plans that will give you the edge.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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