The Center was founded with a commitment of helping successful business owners and families ‘pass forward’ their financial success along with their core values and virtues that created their wealth.  Read more….

Our Vision

To be the leading organization for connecting and developing exceptional business, philanthropic and thought leaders to positively impact, enhance and inspire our communities.

Our Mission

Our mission is to enhance our communities and create a positive social impact by: Read more…



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A Project of United Charitable

The Center for Wealth & Legacy™ is a project of United Charitable  – a registered 501(c)(3) public charity. EIN 20-4286082 donations are tax- deductible as allowed by law.

All funds raised by The Center are received by United Charitable and become the sole property of UC, which, for internal operating purposes, allocates the funds to the Project (The Center for Wealth & Legacy). The Program Manager makes recommendations for disbursements which are reviewed by United Charitable for approval.

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