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Who We Are

HISTORY 

History frequently invites complacency. At Strategies for Wealth, our legacy is built on the integrity that comes from constantly striving to improve and adapt. We began in 1934 as a Guardian Life Insurance agency, servicing many of the beleaguered property and casualty firms on Wall Street during the Great Depression. Almost 85 years later, Strategies for Wealth continues to evolve. We’re proud to be considered one of the great success stories in the history of the financial services industry. Today we offer a conversation very few firms can initiate, encompassing a 360º perspective of your financial picture.

PHILOSOPHY

Our keys to prosperity form the bedrock of Strategies for Wealth: Protection first, delivered with unequaled integrity and service.

Conceptualization and consideration equals results. Hasty financial decisions lead to costly inefficiencies. In other words, design, design, design.

Prosperity to us is transforming the lives of our clients, their families, and their communities.

Our responsibility is to ensure your maximum wealth potential through design. Our planning process examines every area of your financial picture, integrating each facet into a single strategy unique to your goals. We bring efficiency to your financial decisions.

We aim to eliminate costs. We endeavor to capture more money for you. And we’re never satisfied.