Strategies for Wealth

About Strategies for Wealth

Strategies for Wealth is a comprehensive financial services firm, with offices in Manhattan, Westchester and Long Island, that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can – a 360 degree view of their financial world. Our diversified staff of over 150 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance and retirement planning. Strategies for Wealth offers a vibrant, energetic environment for young professionals and is considered the absolute best by industry peers – the benchmark by which other firms measure themselves. Our 5-year retention for new associates is 70% versus the industry average of 13%!


Financial Advisor Intern

June 2020 - August 2020 New York City, NY
“The atmosphere is great starting from the first day until the last day. Everyone is eager to help you with questions you may have and there is never any hesitation if you ask for advice or help. This internship taught me a lot about being a financial advisor as well as things I can use in my daily life. ”

Financial Representative

May 2018 - August 2018 New York City, NY
“Exellent work environment and great staff that encourage learning and participation in all aspects of the business”
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