Strategies for Wealth Employee Directory

Financial ServicesNew York, United States201-500 Employees

Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 89 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. 

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. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-165735 Exp 12/25

Find Strategies for Wealth employees' phone numbers or email addresses

Strategies for Wealth Global Highlights

Location
Employees

North America
374

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  • United States Of America
    374

Asia
2

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  • India
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Strategies for Wealth's Leadership

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    M. M.
    Chief Executive Officer
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    J. J. G.
    Chief Compliance Officer
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    K. W.
    President
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    R. R.
    President Information Systems Chiefly
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    B. A.
    Associate General Agent/Partner
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    J. L.
    Associate General Agent / Associate Partner
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    A. H.
    Associate Principal Owner
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    J. M. N.
    Partner
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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 Info
Location
Last Update
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    J. A.
    Managing Director
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    Oct 17, 2024
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    J. L.
    Managing Director
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    Oct 21, 2024
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    L. N.
    Director Of Operations
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    United StatesTexas
    Oct 17, 2024
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    M. G.
    Director Senior Wealth Advisor
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    Oct 21, 2024
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    T. M.
    Marketing Director
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    Oct 22, 2024
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    W. B.
    Director
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    Oct 18, 2024
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    M. W.
    Director
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    United StatesMaryland
    Nov 24, 2025
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    A. R.
    Nyc Case Manager
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    United StatesNew York
    Apr 17, 2026
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    H. K.
    Client Relations Manager
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    United StatesNew York
    Nov 24, 2025
  • Stylized image of a person
    J. S.
    Senior Case Manager
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    United StatesNew York
    Mar 24, 2026

Frequently Asked Questions

What is Strategies for Wealth known for?

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Strategies for Wealth was founded in 1934 operates in the Financial Services industry. The company's main headquarters is located in 437 Madison Avenue 29th Floor New York, New York 10022 United States; you can contact the main corporate office by phone at . Explore Strategies for Wealth's company overview page for more information.

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

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Strategies for Wealth employees' email format typically follows the pattern of . 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?

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Strategies for Wealth has approximately 317 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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

  • Chief Executive Officer: M. M.
  • Chief Compliance Officer: J. J. G.
  • President: K. W.
  • President Information Systems Chiefly: R. R.
  • Associate General Agent/Partner: B. A.

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