MANAGING WEALTH FOR WESTCHESTER’S FAMILIES

Who We Are

Strategies for Wealth is a comprehensive nancial services rm that o ers individuals, as well as small or medium-sized businesses, something very few rms can — a 360° view of your nancial world. Using a team approach, we provide breakthrough thinking that helps you build to your maximum wealth potential. Our commitment is to bring signi cant value to your business, your career and your life. At Strategies, we know our impact on this planet is not limited to our physical existence. We adhere to the philosophy, “Live Past Yourself,” by empowering generations we will never meet through the conversations we have today.

LIVE PAST YOURSELF: Our organization is committed to building relationships that shift the world’s understanding of wealth. We deliver – with integrity and unparalleled service –protection and prosperity that helps transform the lives of our clients, their families and communities.

OFFICES IN WESTCHESTER and MANHATTAN

Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services o ered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Ave., Suite N409 Rye Brook, NY 10573, 914-288-8800. PAS is an indirect, wholly-owned subsidiary of Guardian. This rm is not an a liate or subsidiary of PAS. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Strategies for Wealth is an independent agency and not an a liate or subsidiary of Guardian. 2023-156692 Exp 06/24