Beliefs Govern Behavior

At Wealth and Legacy Group…..

We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth.

We serve wealth creators who are mission-driven business owners, entrepreneurs and industry leaders.

We utilize our proprietary L.O.V.E. Planning™ process to ensure heirs are properly prepared to receive the assets with an emphasis on increasing family harmony.

                           Leaving Others Valuable Experiences

Co-Founder and Chief Visionaire of IamEmpowering (IamEmpowering.org) – 1000 South Avenue, Staten Island, NY 10314 P: 718.682.1567

Our mission is to empower youth, equip future leaders and transform communities. We do this by nurturing the leadership and entrepreneurial gifts of 13 to 18 year olds through partnering with business and community leaders, celebrities, educators and elected officials.