Strategies for Wealth
Reino Truumees is a seasoned financial professional with extensive experience in wealth management, investment analysis, and trading. Currently at Strategies for Wealth since November 2010, Reino specializes in macro planning to enhance retirement income while minimizing risk for clients. Previously, as the Head of Global Dividend Forecasting at Markit, Reino managed a team responsible for daily dividend forecasting across multiple global locations. Prior roles include Index Arbitrage Trader at Deutsche Bank Securities, where trading strategies were deployed for various financial instruments, and Treasury Analyst at JPMorgan Chase & Co., where Reino implemented a comprehensive management information system for global treasury investments. Educational qualifications include an MBA in International Business from Rutgers Business School and a BA in Computer Science from Columbia University.
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