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Strategies for Wealth jobs and careers

New York, NY, United States

About 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

Founded
1934
Employees
350
Headquarters
New York

Leadership

The top of Strategies for Wealth's org chart, with how many people report into each leader.

AHPhoto of Andrew Harman

Andrew Harman

Associate Principal Owner

65 reports

SKPhoto of Scott Kaplan

Scott Kaplan

Director Of Investments

25 reports

ESPhoto of Evan Stopol

Evan Stopol

First VP Of Group Health Care/ Financial Strategist

7 reports

PHPhoto of Peter J. Holmes

Peter J. Holmes

Managing Director—protection Specialist

2 reports

EAPhoto of Ed Ayala

Ed Ayala

Chief Development Officer

2 reports

JGPhoto of Jeffrey Gambuzza

Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer

1 report

JS

John Spoleti

Financial Advisor At Strategies For Wealth

1 report

TEPhoto of Tracy Everett

Tracy Everett

Recruiting Director

1 report

MG

Marc Gensler

Financial Advisor

Jobs at Strategies for Wealth

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