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

HELPING YOUR BUSINESS GROW


Don’t have a Harvard MBA? You're not alone. Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own. How can you learn to manage the business side of business? Read, study, ask lots of questions, and seek out sound advice from your tax, legal and financial advisors. You can also turn to us to discuss how the insurance and financial products that we offer can help you support your business growth plan.

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
Disclosure

Joseph Brida, Paul La Cava, Mark Heinemann, Keith Macpherson, and Drew Schmidt are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

The following individuals are Registered Representatives of and offer 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:
Joseph Brida, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2915.
Paul La Cava, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2911.
Mark Heinemann, 520 Broadhollow Rd, Melville, NY 11747, 631-391-2991.
Keith Macpherson, 520 Broadhollow Rd, Melville, NY 11747, 631-391-5883.
Drew Schmidt, 520 Broadhollow Rd, Melville, NY 11747.

Joseph Brida, Paul La Cava, Mark Heinemann, Keith Macpherson, and Drew Schmidt are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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