Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Jeff Gambuzza

Chief Compliance Officer of Strategies for Wealth

(914) 288-8912

(914) 288-8803

jeffrey_Gambuzza@strategiesforwealth.com

Jeff joined Strategies for Wealth in 2011 as Chief Compliance Officer and Agency Control Officer after spending a majority of his career working in supervisory and management roles maintaining oversight for compliance areas at The...

Kelley Biondi

Director of Marketing

(914) 288-8867

(914) 288-8803

Kelley_Biondi@strategiesforwealth.com

Kelley is the Director of Marketing for Strategies for Wealth. In her role, Kelley oversees all marketing and communications initiatives for the firm and supports Financial Representatives with various marketing tactics including...

Natasha LaRocca

Administrative Assistant

914-481-8146

914-288-8803

natasha_larocca@strategiesforwealth.com

With over 18 years of experience in the life insurance industry, Natasha has joined Scot to help manage his life insurance practice as well as all other facets of his business. She oversees the day to day operations and her attention...

Peter Adams, CLU®, ChFC®

Director, Advanced Markets

(914) 288-8848

(914) 288-8803

peter_adams@glic.com

Peter is the Marketing Manager at Strategies for Wealth. He is responsible for the technical aspects of life insurance marketing, advanced sales and policy management for the firm’s associates and brokers. A graduate of the College of...

Scot E. Karr, CFP®, CLTC

Financial Representative

(914) 288-8935

(914) 462-5277

scot_karr@strategiesforwealth.com

About Scot: Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers, a young ex-partner, Michael Bloomberg, convinced him to go to Merrill Lynch. Scot spent 5 years at Merrill...

Scott Kaplan

Director of Investments

(914) 288-8939

(914) 288-8803

scot_kaplan@strategiesforwealth.com

Scott has served as Director of investments for Strategies for Wealth since 2012. As Director of investments, Scott and his team are responsible for providing strategic investment advice and management to the firm’s advisors and their...