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New York

120 Broadway, Fl 37
New York, NY 10271-0014

Monday-Friday: 8am – 5pm
Saturday & Sunday: By Appointment

Phone: 212-701-7900
Fax: 800-848-2048

Contact Us

Millions of tourists from all over the world flock to the city each year and natives living in the city or its neighboring boroughs are never wanting for high-class entertainment, dining options, cultural experiences and renowned museums, and sports options. Often dubbed as a no-nonsense town, New York City lives by the credo set forth by Ol’ Blue Eyes: “If you can make it here, you’ll make it anywhere.” While New Yorkers are rarely shy in offering their opinions to friends, family and visitors alike, they always rise to the occasion with a helping hand. It’s that commitment to leadership and service that is at the heart of Strategies for Wealth.

Strategies for Wealth main headquarters is located in the middle of the historic Financial District and adjacent to world-famous Wall Street, the South Street Seaport, Trinity Church, and the Charging Bull sculpture.

Our team of highly educated financial advisors, wealth management advisors, insurance professionals, and business planning professionals is committed to helping our clients navigate the ever-changing market landscape. Whether someone is planning to start a family, looking to sell their business, interested in setting up a trust, or seeking insurance protections for their loved ones, Strategies for Wealth assesses each situation through an uncommon lens. Instead of applying traditional needs-based approaches to financial and retirement planning, we seek to provide you with optimal protections to minimize risk and liabilities while working to identify opportunities for growth, ensure long-term stability, and a sound retirement plan.

Strategies for Wealth is an active participant in worthwhile New York City charities and philanthropic organizations like New York Cares, NYU Cancer Institute, and Memorial Sloan Kettering. Visit our Community Involvement page for a current list of partnerships.

To learn more about how a Strategies for Wealth team member can help you achieve financial balance, please email or call us at or 212-701-7900.

Contact our New York team

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