Strategies for Wealth is a comprehensive financial services firm, with offices in Manhattan, Westchester and Long Island, that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can – a 360 degree view of their financial world. Our diversified staff of over 150 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance and retirement planning. Strategies for Wealth offers a vibrant, energetic environment for young professionals and is considered the absolute best by industry peers – the benchmark by which other firms measure themselves. Our 5-year retention for new associates is 70% versus the industry average of 13%!
