Jeff Velastegui is a seasoned Personal Estate and Business Advisor at the Center for Wealth Preservation, where he leverages over two decades of experience to guide high-net-worth individuals and families in safeguarding and growing their wealth. As the founder of The Legacy Group in New...
Jeff Velastegui is a seasoned Personal Estate and Business Advisor at the Center for Wealth Preservation, where he leverages over two decades of experience to guide high-net-worth individuals and families in safeguarding and growing their wealth. As the founder of The Legacy Group in New York, Jeff has developed a reputation for his strategic approach to financial planning, focusing on customized solutions that address the unique needs of affluent clients. His expertise encompasses a wide range of services, including retirement planning, estate planning, and succession planning, ensuring that clients are well-prepared for both expected and unexpected life events.
At the Center for Wealth Preservation, Jeff plays a pivotal role in key projects aimed at enhancing client financial literacy and long-term wealth sustainability. He collaborates closely with a team of experts to design comprehensive financial strategies that integrate fixed annuities, long-term care solutions, and disability insurance, all tailored to the specific circumstances of each client. His affiliation with Massachusetts Mutual Life Insurance Company (MassMutual) further strengthens his ability to provide robust financial products and services, ensuring that clients receive the highest level of support and guidance.
Jeff's leadership skills are evident in his ability to foster strong relationships with clients, helping them navigate complex financial landscapes with confidence. His commitment to empowering clients through education and personalized service has solidified his position as a trusted advisor in the wealth preservation industry. With a focus on business strategy and financial planning, Jeff continues to make a significant impact, helping clients not only to accumulate wealth but also to create lasting legacies for future generations.
