Donald P. Casadonte, RICP, CLTC, Principal DC Legacy Wealth Group LLC

Donald P. Casadonte, RICP, CLTC, Principal DC Legacy Wealth Group LLC I am a Registered Representative offering securities through NYLIFE Securities, LLC (member FINRA/SIPC), a Licensed Insurance Agency. PROSPER. St.

DC Legacy Wealth Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am a Founding Principal of DC Legacy Wealth Group, LLC, a financial services and insurance firm specializing in long-term wealth building, income protection, and legacy preservation. We believe that true prosperity begins with protection, which is why our approach combines wealth accumulati

on strategies with personalized insurance solutions that safeguard what matters most. From income protection and life insurance to retirement guidance, investment strategies, and generational wealth design, our firm delivers guidance uniquely tailored to each client’s goals, values, and life situation. Rooted in our guiding principal protection begins with the people who matter most. Our philosophy —
- PROTECT. PRESERVE. - reflects our commitment to safeguarding your income, your assets, and most importantly, your family’s future. DC Legacy Wealth Group is dedicated to helping clients achieve lasting financial security and peace of mind. Core Values:
Protection First — All strong financial guidance begin with safeguarding income, assets, and family. Integrity & Transparency — Honest, clear communication at every step. Client-Centered Solutions — Your goals and values drive every recommendation. Risk Awareness & Preparedness — Preparing for uncertainty through strategic guidance
Education Over Assumption — Empowering informed, confident decisions. Long-Term Partnership — Standing with clients across every life stage. Legacy Mindset — Building enduring wealth supported by protection-focused strategies. I have extensive experience in insurance planning, income protection, and long-term wealth strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative offering securities through NYLIFE Securities, LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither DC Legacy Wealth Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. DC Legacy Wealth Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

499 Lake Ave. James, NY 11780 (631) 670-7693

I am not licensed in all jurisdictions. My California Insurance license number is #4141077

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
08/31/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

08/20/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
08/11/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4fSpBZ3 may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.More than ...
07/24/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a ...
07/23/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

07/05/2026

Whether you're firing up the grill, watching fireworks, or spending time with family and friends, we hope you have a happy 4th of July.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
06/26/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
06/25/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4f42n1m

Address

499 Lake Avenue
Melville, NY
11780

Telephone

+15166393163

Website

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