skip to main content
Main Menu
WCG logo color
  • WHO WE ARE
    • Our Team
    • Our Designations
    • Our Alliances
  • WHAT WE DO
    • Our Process
    • Clients We Serve
  • AREAS OF EXPERTISE
    • Wealth Management
    • Personal Planning
    • Business Strategies
    • Solutions for Physicians
    • Financial Planning
    • Employee Benefits
    • Business Exit Planning
  • CLIENT EDUCATION
    • Combined Video Library
    • About The Nautilus Group
    • Concepts and Strategies
  • CONTACT US
  • CLIENT LOGIN
    • Personal Planning Dashboard
    • American Funds
    • Mainstay Funds
    • Eagle Strategies/NYLIFE Securities
    • New York Life

YOUR LIFELONG PARTNER FOR STRATEGIC FINANCIAL PLANNING

Wealth Conservation Group has over 40 years of experience providing estate, wealth, retirement and benefit planning to family businesses and high-net-worth individuals. We have built our firm by being the catalyst in the planning process. We excel at helping our clients crystallize their personal and business objectives and then develop unique, customized strategies to achieve these goals. We are committed to fostering strong, long-term relationships and continually strive to add value to our clients, their families and their employees. These relationships are built on trust, knowledge and integrity, the core values of our company.

Get Started

WHO WE SERVE

Here at WCG, we serve clients at all stages of life who desire a partner along their financial journey. Some of the clients we commonly serve include:

Business Owners, Successful Families, Pre-Retirees and Retirees, Executives And Professionals, First Responders, Teachers and Physicians

HOW WE HELP

Here at Wealth Conservation Group (WCG), our team consists of individuals with over 100 years of combined experience, specializing in:

Wealth Conservation, Tax Reduction Strategies, Employee Benefits, Multi-generational Planning, Asset Protection, Business Planning, Estate Planning, Investment Advice, Retirement Planning, Eldercare Planning, Cash Flow Strategies and 401(k)s

Family eating outside an RV

HERE TO SERVE YOU

NOW AND FOR GENERATIONS TO COME

Whether you’re a business owner, a first responder, a successful professional, or a retiree, we have the experience you need to take care of your financial world no matter how complex. Our team consists of individuals with over 100 years of combined experience. We’ll work with you to create a strategic plan for your wealth that allows you to accomplish your goals and dreams and spend more time doing what you love with the people you love most.

Meet Our Team

GET IN TOUCH

WCG logo color

OUR LOCATION

Email

Joe | Paul | Mark | Keith | Drew

Main Phone: (631) 391-2990
Secondary Phone: (631) 391-2915
Fax: (631) 391-5858

520 Broadhollow Rd.
Melville, NY 11747
Southwest Entrance

Get Directions

Disclosure

Joseph Brida is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, FL, GA, MD, NC, NJ, NY, PA, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Joseph Brida is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2915. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, NC, NJ, NY, PA, RI, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Brida is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, GA, NC, NJ, NY, PA, RI, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Paul La Cava is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, GA, IL, MA, MN, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Paul La Cava is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2911. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, IL, MN, NC, NJ, NY, PA, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Paul La Cava is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CT, DE, FL, GA, IL, MN, NC, NJ, NY, PA, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Heinemann is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, DC, FL, IL, MA, MD, ME, MN, NC, NJ, NM, NY, OH, PA, and SC. No insurance business may be conducted outside the states referenced.

Mark Heinemann is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2991. In this regard, this communication is strictly intended for individuals residing in the states of CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Heinemann is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Keith Macpherson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, HI, NC, NH, NJ, NY, PA, and SC. No insurance business may be conducted outside the states referenced.

Keith Macpherson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-5883. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NC, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Keith Macpherson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, FL, NC, NJ, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

Drew Schmidt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, CT, DE, FL, MA, MN, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Drew Schmidt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, SC, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Drew Schmidt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, SC, TX, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Wealth Conservation Group, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Wealth Conservation Group, Inc. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
WCG logo color
  • WHO WE ARE
    • Our Team
    • Our Designations
    • Our Alliances
  • WHAT WE DO
    • Our Process
    • Clients We Serve
  • AREAS OF EXPERTISE
    • Wealth Management
    • Personal Planning
    • Business Strategies
    • Solutions for Physicians
    • Financial Planning
    • Employee Benefits
    • Business Exit Planning
  • CLIENT EDUCATION
    • Combined Video Library
    • About The Nautilus Group
    • Concepts and Strategies
  • CONTACT US
  • CLIENT LOGIN
    • Personal Planning Dashboard
    • American Funds
    • Mainstay Funds
    • Eagle Strategies/NYLIFE Securities
    • New York Life

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices