Strategies for Wealth

Strategies for Wealth is a Financial Planner in Port Chester, NY. The firm provides financial planning services focused on individual aspirations, offering protection and prosperity for clients, their families, and communities. Services include investment management, wealth accumulation, debt management, saving for children's education, and retirement preparation. The organization has operated for over 90 years, serving more than 60,000 valued clients with the support of over 180 financial professionals. It manages 14 billion in assets under management and provides 66 billion in life insurance protection.

The firm's approach is guided by the principle of empowering future generations through current financial conversations. It uses a team approach to maximize client wealth and bring value to businesses and careers. A unique process called Structural Integrity of a Personal Economy assesses financial situations and future goals, drawing on engineering concepts to ensure a personal economy can support designed loads without failing. Services span personal planning, financial organization, insurance, investments, business planning, exit planning, key person insurance, buy-sell agreements, executive compensation, pension design, and qualified plan design. Cash flow protection includes budgeting, whole life insurance, term life insurance, annuities, disability insurance, and long-term care insurance. Employee benefits cover health insurance, group life, group disability, HSA, and ancillary benefits. Estate planning and tax strategies include trust design, life insurance, rollovers, qualified plans, and pensions. Leadership includes Joseph Long, Adam Katzman, Andrew Harman, Christopher Interrante, Peter J. Holmes, Peter Adams, Jeffrey Gambuzza, Scott Frost, Scott Kaplan, Kelley Biondi, Christina Di Grandi, Javier Massallo, and Gianna Terracino.

Strategies for Wealth holds a 5.00 rating based on customer reviews. The firm stands among the strongest in its category locally, with a long history of serving the area and a substantial base of clients and professionals.

Strategies for Wealth combines over 90 years of experience with a team-based approach to financial planning in Port Chester, NY.