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.  

Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. 

Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22

Insurance

Strategies for Wealth

Strategies for Wealth's headquarters in New York, NY, United States

Andrew Harman

Marie Routier

Matthew Spergel

Jeff Wertheim

David Tarella

Josh Becker

Michael Klotz

Diana Martinez

Jonas Schwartz

Jessica Sadacca

Matt Burnell

Annie Olaverri

John Spoleti

Tracy Everett

Meghan Aversano

John C. Ross

Evan Stopol

Jeff Stern

Joseph Long

Bobby Angel

Scott Kaplan

Scott Frost

Kelley Biondi

Karen Madsen

Jeffrey Gambuzza

Ed Ayala

Peter J. Holmes

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People (48)

Andrew Harman

Meghan Aversano

Scott Frost

Bobby Angel

Joseph Long

Vincent Lanzante

Marie Routier

Shawn Marshall

Mykole A. Santiago

Christopher Lantero

Spencer Brown

John Spoleti

John C. Ross

Aaron Kohl

Rick Sherwin

Jeff Rumsky

Matthew Spergel

Steve Wilson Cpa

David Bibicoff

Diana Martinez

Jeremy Martin

Evan Stopol

Jeff Stern

Gary Blum

Cathy Demartino

Annie Olaverri

Josh Becker

Chris Weber

Ricky Comis Jr.

Matt Burnell

Marc Gensler

Eric Grzechowski

Jeff Wertheim

Jonas Schwartz

Reino Truumees

Jack Mulhare

Ian Kansky

Hiram Miguel Arnaud

Michael Ringel

Michael Cohen

Eric Hungerford

Jesse Berman

Jeannie Jackson

Jack Barone

Jessica Sadacca

Taylor Robinson

Connor Marrone

Keith Snyder

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