Broker Check
Steve Wilson, CPA, RICP®

Steve Wilson joined Strategies for Wealth in 2009 and immediately became a standout advisor. Having been a CPA and a portfolio manager for over 15 years Steve’s knowledge adds tremendous value to his clients and their financial plans. His philosophy is simple, make money work for you and your family for generations to come. Steve oversees a team of six and that team enables his clients to receive first class service. The team specializes in Investment Management, Tax Strategy, Retirement Planning, Insurance Planning and Estate Planning.

Steve is a non-directed living kidney donor and a staunch advocate for raising awareness about living organ donation. He serves on the Board of Directors for Kidney Donor Athletes, a 501c3 Organization dedicated to educating people about the experience of living donation.  Steve is also a mentor for the National Kidney Donation Organization, a non-profit organization which counsels potential donors about the living donation process. In March of 2022, Steve and a group of 21 other living kidney donors climbed Mt. Kilimanjaro. They are believed to be the largest single group of people with the fewest number of kidneys between them to ever summit the mountain. Their trek was featured on Good Morning America.  Steve is a five-time finisher of the IronMan Triathlon, and most recently, he competed in the Hawaiian IronMan World Championships with his two sons. 

Steve graduated from Fordham University then went on to receive an MBA in Accounting and a Masters in Taxation also from Fordham. Steve is married with two sons and a daughter and lives in Katonah, New York.  


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance Lic #OK71235
*Not practicing CPA for Guardian or its subsidiaries or affiliates.