Strategies for Wealth began in 1934 as a Guardian Life Insurance agency to the many property and casualty firms that existed on Wall Street during the Great Depression. Nearly 70 years later, we have evolved into one of the greatest success stories in the financial services industry. Today, we're a lot more than simply an insurance agency. We're a comprehensive financial services firm that is able to offer you, as well as your small or medium-sized business, something very few firms can - a 360° view of your financial world. Our accomplished and credentialed team of account executives consists of attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and MBAs. Using a team approach, we are able to provide breakthrough thinking that can maximize your wealth and bring significant value to your business, your career, and your life. |
