Broker Check

Team

At Strategies for Wealth, 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.

 

Jeffry J. Weldon, J.D. CLTC

Financial Professional

(315) 782-7442

(315) 788-2544

[email protected]

Mr. Jeffry J. Weldon, J. D. Is a Financial Professional at Strategies for Wealth. He has more than 25 years of experience in providing financial services, estate planning, retirement planning and investment services to a variety of...
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Scott Kaplan

Director of Investments

(914) 288-8939

(914) 288-8803

[email protected]

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...
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Peter Adams, CLU®, ChFC®

Director, Advanced Markets

(914) 288-8848

(914) 288-8803

[email protected]

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...
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Rachel Avidan

Manager, Disability Underwriting

(914) 288-8812

(914) 288-8803

[email protected]

Rachel is the Disability underwriting manager @ Strategies for Wealth. Rachel has over 10 years experience in the insurance world. Before joining Strategies for Wealth - Guardian/Berkshire - Rachel worked at Sentinel Solutions...
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Karen Madsen

Director of Underwriting

(914) 288-8960

(914) 288-8803

[email protected]

Karen L. Madsen is responsible for negotiating the best possible outcome for clients. Karen’s specialty is resolving and troubleshooting problems during the underwriting process. Karen has 35 years of experience, currently overseeing...
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Jeff Gambuzza

Chief Compliance Officer of Strategies for Wealth

(914) 288-8912

(914) 288-8803

[email protected]

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...
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Kelley Biondi

Director of Marketing

(914) 288-8867

[email protected]

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...
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Carolyn D. Weldon

Office Manager / Administrative Assistant

(315) 782-7442

(315) 788-2544

[email protected]

Bio Coming Soon!
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Kathleen C. Weldon

Client Relations Manager

(315) 782-7442

(315) 788-2544

[email protected]

Kathleen Weldon is an Administrative Assistant at Strategies for Wealth and specializes in all aspects of guiding you through the Living Balance Sheet® and administration of disability and life insurance Client Relations Management....
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