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Lukas DeWitt

Wealth Advisor

As a lifelong New York native, I’ve had the privilege of experiencing the diverse offerings of the Empire State. Growing up in Ulster County, often referred to as “upstate New York,” I enjoyed an outgoing, outdoors-oriented lifestyle that shaped my early years. For the past eight years, I’ve called Westchester County home, deepening my connection to this incredible state.
After a traditional upbringing and completing high school, I felt a strong calling to serve and joined the military, which instilled discipline, resilience, and a passion for leadership. Following my service, I transitioned into various managerial roles in construction management, honing my skills in organization and project execution.
Eager to chart my own path, I ventured into entrepreneurship in the real estate industry. My innate passion for learning and helping others soon led me to expand my expertise into the financial markets, earning a series of professional certifications along the way. Today, I hold credentials as a Financial Advisor, a licensed New York State Real Estate Salesperson, and a licensed Life Insurance professional.
With years of experience assisting clients in these fields, I specialize in crafting tailored wealth-building strategies that empower individuals and businesses to achieve their financial goals. My approach combines expertise, a commitment to education, and a deep understanding of my clients’ unique aspirations.
Whether you’re an individual seeking financial clarity or a business owner aiming to scale and succeed, I am dedicated to helping you turn your goals into reality.

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