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

Andrew Harman

Joseph Long

Bobby Angel

Scott Kaplan

Scott Frost

Meghan Aversano

Kelley Biondi

Karen Madsen

Ben Del Mauro

Austin Giorgio

Jeffrey Gambuzza

Ed Ayala

Peter J. Holmes

The Leadership Team at Strategies for Wealth is responsible for setting the strategic direction and overseeing the operational integrity of the firm. Comprising seasoned professionals, this team ensures alignment with the company's mission to provide innovative financial planning solutions while adhering to regulatory compliance and best practices. They drive growth initiatives, enhance client engagement, and foster a culture of excellence within the organization.

Leadership Team

Financial Advisory Team

Financial Services Team

Recruiting Team

Leadership Team

About

Team members

Other teams at Strategies for Wealth

Financial Advisory Team

Financial Services Team

Recruiting Team