Strategies for Wealth
Jeff Wertheim is an experienced financial advisor currently with Strategies for Wealth, a firm established in 1934, since June 2015. Prior roles include Director of Corporate Credit Sales at C&Co/PrinceRidge LLC from November 2009 to September 2012, Co-Founder and Portfolio Manager at Boone Capital Management LP from November 2004 to November 2008, and Portfolio Manager at Avery Partners LP from May 2003 to June 2004. Wertheim served as Managing Director at Bay Harbour Management LLC from September 1997 to March 2003, overseeing a $500 million distressed hedge fund. Earlier experience includes a position as Senior Consultant at McKinsey & Company from May 1989 to February 1991. Educational credentials include a BS in Computer Science and Economics from Duke University and an MBA in Finance & Investments from The George Washington University - School of Business.
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. 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