Strategies for Wealth


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

Industries

Employees

201-500

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Org chart

Andrew Harman
Managing Director
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Peter J. Holmes
Managing Director—protection Specialist
Ed Ayala
Chief Development Officer
Jeffrey Gambuzza
Chief Compliance Officer & Agency Control Officer
Kelley Biondi
Director Of Marketing
Scott Kaplan
Director Of Investments
Bobby Angel
Associate General Agent
Joseph Long
Associate General Agent
Jeff Stern
Financial Professional
Evan Stopol
First VP Of Group Health Care/ Financial Strategist
John C. Ross
Financial Specialist
Tracy Everett
Recruiting Director
John Spoleti
Financial Advisor At Strategies For Wealth
Jessica Sadacca
Financial Representative
Jonas Schwartz
Financial Representative
Diana Martinez
Financial Representative
Michael Klotz
Financial Representative, Cfp®, CPA
David Tarella
Financial Representative
Jeff Wertheim
Financial Advisor
Matthew Spergel
Financial Representative
Marie Routier
Executive Assistant
Kyle Kerrigan
Financial Representative
Eric Hungerford
Executive Associate
Ben Rosen
Financial Professional
Christopher Lantero
Registered Representative