The Center for Wealth Management
"Helping to Build and Preserve Your Life's Wealth"

 
The Center for Wealth Management’s team of respected, credentialed and experienced financial advisors are dedicated to helping you build and preserve your life’s wealth. We are steadfast guides, partnered with you as you make your financial journey throughout life, adjusting to the changes in your financial goals, resources and status.
 
As you travel through life, your focus changes from securing peace of mind - knowing that you and your family are protected - to creating financial independence in retirement. Later, your concern shifts to maintaining financial dignity in the face of longevity and declining health, and leaving a meaningful legacy for the next generation.
 
The key to financial security is in preparing for the “ifs” you might confront in the future. The Center for Wealth Management helps you weave a personal safety net to see you through the many obstacles to financial security. We’ll help you create a financial plan - a roadmap to guide you through your financial journey - using a variety of financial products and strategies to point you in the right direction. As your captain we will also work with your CPA and Attorney to coordinate the implementation of your plan.
 
Our clients range from young adults ready to make their first investment decisions to entrepreneurs, successful business owners, and retirees. No matter their age, income, or the size of their portfolio, they share a common desire for unbiased investment advice and consistent guidance provided by a qualified team of experienced advisors dedicated to building, maximizing and preserving their life’s wealth.
 

Financial planning services are offered through Susan Myers, a financial planner of MetLife Securities, Inc., a registered investment adviser.

I am licensed and registered to offer products and services in [FL, MI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retiremement IQ Quiz

How much do you know about Retirement Income?

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