DC Legacy Wealth Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am a Founding Principal of DC Legacy Wealth Group, LLC, a financial services and insurance firm specializing in long-term wealth building, income protection, and legacy preservation. We believe that true prosperity begins with protection, which is why our approach combines wealth accumulati
on strategies with personalized insurance solutions that safeguard what matters most. From income protection and life insurance to retirement guidance, investment strategies, and generational wealth design, our firm delivers guidance uniquely tailored to each client’s goals, values, and life situation. Rooted in our guiding principal protection begins with the people who matter most. Our philosophy —
- PROTECT. PRESERVE. - reflects our commitment to safeguarding your income, your assets, and most importantly, your family’s future. DC Legacy Wealth Group is dedicated to helping clients achieve lasting financial security and peace of mind. Core Values:
Protection First — All strong financial guidance begin with safeguarding income, assets, and family. Integrity & Transparency — Honest, clear communication at every step. Client-Centered Solutions — Your goals and values drive every recommendation. Risk Awareness & Preparedness — Preparing for uncertainty through strategic guidance
Education Over Assumption — Empowering informed, confident decisions. Long-Term Partnership — Standing with clients across every life stage. Legacy Mindset — Building enduring wealth supported by protection-focused strategies. I have extensive experience in insurance planning, income protection, and long-term wealth strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative offering securities through NYLIFE Securities, LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither DC Legacy Wealth Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. DC Legacy Wealth Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
499 Lake Ave. James, NY 11780 (631) 670-7693
I am not licensed in all jurisdictions. My California Insurance license number is #4141077