Empowering Families to Experience Purpose, Freedom and Abundance. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
OSJ: 437 Madison Ave, 29th Floor, New York, NY 10022, ph#212.701.7900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies of Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #42
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01/02/2026
This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Is buying your first home filling you with anxiety? A little pre-planning can help you ease the stress and focus on the excitement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
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The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful
Strategies for smarter gift-giving
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This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.