What departments does Strategies for Wealth have?

Strategies for Wealth has employees across 10 departments including Consultant, Entrepreneurship, Information Technology, Customer Success, Business Development.

What is the largest department at Strategies for Wealth?

The largest department at Strategies for Wealth is Finance with 9 employees.

Where are Strategies for Wealth employees located globally?

Strategies for Wealth has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Strategies for Wealth's team size changed over time?

Strategies for Wealth's team has grown from approximately 241 to 244 employees based on available data.

Strategies for Wealth Employee Directory

Financial ServicesNew York, United States201-500 Employees

Strategies for Wealth is a financial services firm offering comprehensive, full-service financial planning. Its advisory approach is designed to help clients build wealth while shielding assets from taxes, inflation, and other costs that can erode value. The organization operates as an agency affiliated with The Guardian Life Insurance Company of America, with securities and advisory services provided through Park Avenue Securities LLC, a Guardian subsidiary. Headquartered in New York City, the firm maintains offices in Manhattan and Rye Brook and serves clients across the New England region. Founded about 89 years ago, it operates within a framework that notes Guardian and PAS do not provide tax, legal, or accounting advice, and that clients should consult independent professionals for those services.

Strategies for Wealth Global Highlights

North America
377

United States Of America
377

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Strategies for Wealth's Leadership

M. M.
Chief Executive Officer
Mobile Phone
Email
J. C.
President
Mobile Phone
Email
K. W.
President
Mobile Phone
Email
R. R.
President Information Systems Chiefly
Mobile Phone
Email
A. T.
Owner Financial Consultant
Mobile Phone
Email
J. H.
Partner
Mobile Phone
Email
K. J.
Managing Partner Founder
Mobile Phone
Email
M. L.
Chairman
Mobile Phone
Email

Strategies for Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Recruiting
Finance
Consultant
Other
Accounting

Contact profiles from Strategies for Wealth

Name

Title

Contact

Location

Last Update

T. M.
Marketing Director
Mobile Phone
Email
Oct 22, 2024
W. B.
Director
Mobile Phone
Email
Oct 18, 2024
A. S.
Operations Manager
Mobile Phone
Email
Oct 16, 2024
C. W.
Client Relations Manager
Mobile Phone
Email
Oct 21, 2024
C. W.
Social Media Manager
Mobile Phone
Email
Oct 17, 2024
L. G.
Accounting Manager
Mobile Phone
Email
Oct 17, 2024
M. F.
Branch Manager
Mobile Phone
Email
Oct 22, 2024
N. A.
Manager Business Development And Marketing
Mobile Phone
Email
Oct 21, 2024
S. R.
Operations Manager
Mobile Phone
Email
Oct 22, 2024
P. T.
Senior Consultant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Strategies for Wealth known for?

Strategies for Wealth was founded in 1934 and operates in the Financial Services industry. You can contact Strategies for Wealth's main corporate office by phone at

+1-212-701-****

. Explore Strategies for Wealth's company overview page for more information.

What is Strategies for Wealth's most common email format?

Strategies for Wealth employees' email format typically follows the pattern of First_Last@strategiesforwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Strategies for Wealth email formats with LeadIQ.

How many employees does Strategies for Wealth have currently?

Strategies for Wealth has approximately 330 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Strategies for Wealth's key employees and leadership?

As of August 2026, Strategies for Wealth's key employees include:

Chief Executive Officer: M. M.
President: J. C.
President: K. W.
President Information Systems Chiefly: R. R.
Owner Financial Consultant: A. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Strategies for Wealth Employee Directory

Find Strategies for Wealth employees' phone numbers or email addresses

Name search is limited — try advanced search instead