Robert Soler, CFA, RICP
Thank you for visiting Strategies for Wealth. Take a look to see where we’ve come from, how we’ve evolved, and where we’re headed. We look forward to our work with you.
Strategies for Wealth began in 1934 as a Guardian Life Insurance agency to the many property and casualty firms that existed on Wall Street during the Great Depression. Over 80 years later, we have evolved into one of the greatest success stories in the financial services industry.
Today, Strategies for Wealth offers a conversation to individuals and businesses that very few firms can initiate – a conversation encompassing a 360-degree perspective on your financial picture.
WHAT WE BELIEVE
Design, design, design. We’d emphasize it more, but then we’d feel really redundant. We’re part of an economy that is driven by results. How much? How fast? How lasting? Oftentimes actions are more focused on execution instead of conceptualization. As a consequence, financial decisions are usually made hastily and without regard for the overarching implications, leading to costly inefficiencies.
At Strategies for Wealth, we make it our responsibility to ensure your maximum wealth potential through design. Our planning process examines every area of your financial picture, integrating each facet into a single strategy unique to your goals. We bring efficiency to your financial decisions. We eliminate costs and capture more money for you. And most importantly, we’re never satisfied. We keep designing to keep you happy.