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Strategies for Wealth

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Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Ou... Read more

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Headquarters

New York, United States

Employees

Links

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Managing Director

Andrew Harman

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Peter J. Holmes

Managing Director—protection Specialist

Chief Development Officer

Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer

Recruiting Director

Managing Director Of Recruiting

Director Of New Business

Director Of Marketing

Investment Specialist

Director Of Investments

Associate General Agent

Associate General Agent

Financial Professional

First VP Of Group Health Care/ Financial Strategist

Financial Specialist

Teams

Financial Advisory Team

50 members

Financial Services Team

11 members

Recruiting Team

7 members

Financial Strategy and Operations

3 members

Leadership Team

4 members

Offices

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