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Our Mission

Our Mission is to help you live a life of greater confidence, choice and financial freedom through strategic planning and unparalleled advice.

Our Philosophy

Driven by our values, we strive to build meaningful, long-term relationships with clients through a “Service First” philosophy. Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our three-dimensional planning approach allows us to identify coordination gaps in your current plans and new planning opportunities that can have a significant impact on your legacy and future generations.

Meet the Team

The Legacy Group

Meet our team of experienced professionals, each with a deep passion for serving our clients and adhering to The Legacy Group’s mission and purpose
Jeff Velastegui, Personal Estate & Business Advisor at The Legacy Group

Jeff Velastegui

Founder, Personal Estate & Business Advisor

  • 20 yrs experience
  • Specializing in Wealth Management, Estate Planning, and Business & Executive Benefits
  • Read my FULL BIO
CALENDLY

Jeff Silverman, J.D.*, CFP®

Financial Planner and Estate Advisor

  • 22 years of experience in financial planning
  • Estate Planning, Wealth Management, Retirement Planning, Special Needs Planning
  • Read my FULL BIO

Robert N. Capra, CFP®

Director of Financial Planning- Wealth Management

  • 14 yrs experience
  • Specializing in Retirement Planning, Portfolio Construction Design and Management
  • Read my FULL BIO
CALENDLY

Salvatore Tringali

Personal Estate & Business Advisor

  • 10 yrs experience
  • Specializing in accumulation strategies & estate planning for high-level executives and self-employed
  • Read my FULL BIO
CALENDLY

Evan Rogdakis, J.D.*

Director of Financial Planning

  • 15 yrs experience
  • Specializing in estate planning, Gift Planning Techniques and Implementation, Business Succession Planning, Key Employee Retention and Non-Qualified Deferred Compensation Agreements
  • Read my FULL BIO

Matt Wilkow

Financial Planner

  • 2 yrs experience
  • Specializing in Estate, Retirement, and Holistic Financial Planning, in addition to Income Protection, Wealth Management, and Business Planning
  • Read my FULL BIO

Pamela Velastegui, Ed.D

Operations Manager

  • Specializing in Client Relationship Management, Office Management, and System & Process Design

Charles McCann

Financial Planner

  • 5 yrs experience
  • Specializing in accumulation and preservation strategies for athletes, high-net-worth families and self-employed.

Ari Goldblatt

Director of Marketing

  • 20 years marketing experience
  • Specializing in marketing, communications, and brand management for the Legacy Group
Portrait of Legacy Group employee, Jeanine Martinez

Janine Martinez

Client Services Coordinator

  • 20 yrs experience
  • Specializing in Client Communication, Preparation & Maintenance of Client Planning, and Industry Regulations
  • Holds Series 6, 63, 26, and life insurance licenses

*Licensed but not practicing on behalf of MassMutual or MML Investors Services, LLC.] or its affiliated companies.

Legacy Group Specialized Services:

Get In Touch With Us Any Time

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

LOCATIONS

Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791

Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788

Queens
2112 Broadway
Astoria, NY
11106

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