Investments
We believe in an uncommon approach that combines growth and protection. We will work with you to understand your needs and set your goals.
While protection is the core building block to any grounded financial plan, there are additional ways to complement your risk management strategy to further help you grow and protect your assets. It’s important to build a financial plan that considers your goals, objectives, and concerns, and evolves as your life changes. There are many different sources of information, strategies to consider, investments to choose from, and decisions to be made.
However, a singular mission meant to achieve financial balance that’s backed by an uncommon approach can help you take control of where you want to be.
It’s important to have confidence in the strength and stability of those that stand behind you and your financial representative. Your financial representative utilizes Park Avenue Securities LLC, a broker/dealer that is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), which has a rich heritage of promises kept since 1860.
In 2019, Strategies for Wealth was named a best place to work for Financial Advisors by Investment News! Click here to read more about this prestigious award.
Wealth Management Team
Scott Kaplan
Director of Investments
skaplan@strategiesforwealth.com
Scott Kaplan has been Director of the Investment Department at Strategies for Wealth since June of 2010. As Director, Scott and his team are responsible for providing strategic investment advice and management to the firm’s...
Scott Frost
Director of Wealth Management
scott_frost@strategiesforwealth.com
Scott Frost is the Managing Director of Strategies for Wealth’s Investment Group. Scott supports our Financial Representatives and clients from our offices in Manhattan, Rye Brook, Jericho, New York as well as Providence, Rhode...
Chris Lantero
Investment Analyst
christopher_lantero@strategiesforwealth.com
Generates investment analysis to facilitate strategy discussion between Advisors and their clients. Assists with portfolio construction and design. Provides product training and platform training in Envestnet and Albridge.