Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Leadership Team

In September 2009 Adam joined the Guardian Life Insurance Company of America, New York, NY as Agency Manager of the Hauppauge, NY office. He was quickly appointed to Managing Partner of both the Woodbury and Hauppauge, NY offices in...

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Howard Elias

Managing Partner

(212) 541-8800

(646) 349-1455

Howard is a Managing Partner for Wealth Advisory Group (WAG), a New York based Guardian® Agency whose long history of success dates back to 1933. He has been with the firm and Guardian® for more than 30 years. WAG now has more...

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Amy is a Managing Partner of Wealth Advisory Group in Latham, NY. She has a vision to help propel the financial services industry into the future by building a culture that attracts, develops and retains the very best talent in both...

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Lauren Pastore

Director of Recruiting & Development

(516) 677-6293

Lauren joined Wealth Advisory Group in September of 2010. In her initial role, Lauren worked as the Executive Assistant to Managing Partner, Adam Kaufman. As Lauren continued to develop, she took on job responsibilities ranging from...

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Adam is dedicated to providing individuals, families, small businesses and their owners with investment management and asset protection services.

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Daniel Dambroff

Disability Insurance Specialist

(212) 261-1828

(646) 349-1385

It has always been my mission to help others. I work with producers to simplify the process of protecting their client’s most valuable asset, their ability to earn an income. As their experienced resource in disability insurance, I...

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Joel Steinberg

Disability Insurance Specialist, Long Island

(516) 677-6266

Joel started his career in Disability Income Insurance in 1988. After four years, he was the number one brokerage manager in the country for Massachusetts Casualty Insurance Co. Joel was awarded this distinction because he produced the...

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Dale Kramer

Long Term Care Specialist

(212) 261-1888

(646) 349-1385

Dale brings a wealth of experience and applicable designations to her role as the specialist in long term care insurance for Wealth Advisory Group. She is keenly aware of the special needs of people who are living longer and who need...

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Lawrence Holzberg, LUTCF

Managing Director, Director of Business Development

(212) 261-1890

(646) 349-1385

Lawrence joined Wealth Advisory Group with over 25 years of experience in the life insurance sales, team management and brokerage marketplace. His role at Wealth Advisory Group allows him to work in all three areas. He contributes to...

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Rob joined the financial services industry in 1986 as a producing agent. Two years later he was promoted to sales manager of a John Hancock Insurance Agency. Rob has qualified for numerous company and industry awards as a producer and...

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Daniel brings a wealth of knowledge and dedication to enhancing the financial picture of his clients. He believes the most important aspect of his business is the relationship with his clients. His goal is to positively impact their...

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Peter Grassel

Agency Control Officer

(212) 261-1817

(646) 349-2647

Peter serves as Wealth Advisory Group’s Agency Control Officer. His primary responsibility is to ensure that sales activities are conducted in a manner consistent with applicable regulatory and compliance standards. In other words, he...

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Zia Marcus

Marketing Director

(212) 261-1868

(646) 349-1385

Zia is integral to the training and development of our team. She is passionate about her role and strongly shares the core belief of The Guardian, which is to always do what is best for our clients. Her main focus in the office is...

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Helping individuals, healthcare professionals, and business owners gain the financial confidence to build wealth. As part of Wealth Advisory Group I believe in providing an uncommon approach to building wealth.

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Joseph M. Sciabica, AEP, ChFC®, CFP®

Living Balance Sheet National Trainer

212.261.1802

646.349.1385

Joe Sciabica entered the financial services and insurance industries in 1994, and holds designations as a Certified Financial Planner®, a Chartered Financial Consultant®, and an Accredited Estate Planner. He is a member of the...

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