Strategies for Wealth holds an annual awards lunch to honor employees and staff members for their achievements, and offers a “company day” where advisers and staff members take part in team- building activities. Past activities have included volunteering with New York Cares and Habitat for Humanity.
The firm sponsors ice cream socials on Fridays in summer and an annual holiday party during the workday, at “a cool venue” in NYC. It also provides weekly education on financial planning.
- Brittney Grimes