Wexford Financial Strategies

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Wexford Financial Strategies Our company prides ourselves on providing our clients an experience of excellent client service and in-depth knowledge of financial strategies. a. c.

We help build smart and innovative strategies designed to build and preserve wealth. We are a boutique comprehensive financial services firm that helps our clients organize their current and future financial picture. Our objective is to ensure our clients make smart financial decisions by evaluating their situation utilizing a macroeconomic approach. Our focus is on the planning, not the product. We offer individualized strategies in the areas of asset management; portfolio evaluation; traditional insurance (life, disability, long term care); college planning; estate planning; employee benefits; and business succession, while not representing one particular insurance or investment company. We pride ourselves on being easily accessible, knowledgeable and dedicated to the financial success of our clients. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
www.finra.org and www.sipc.org

b. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.wexfordfs.com

Tracking income is easy. Tracking where it actually goes? That's where most people lose sight of things.A clear cash flo...
10/16/2026

Tracking income is easy. Tracking where it actually goes? That's where most people lose sight of things.

A clear cash flow picture doesn't restrict you—it shows you what's possible. For business owners especially, separating personal and business spending can reveal opportunities you didn't know were there.

Curious how your cash flow stacks up? I'm happy to talk through it.

Protect your belongings with personal property insurance! Talk to your Trusted Choice independent agent today. ...
10/16/2026

Protect your belongings with personal property insurance! Talk to your Trusted Choice independent agent today.

Contact us at 516-714-5200 or [email protected]

Visit our website at www.wexfordis.com

Tax timing often matters as much as tax rates. When you recognize income, realize gains, or fund certain accounts can sh...
10/14/2026

Tax timing often matters as much as tax rates. When you recognize income, realize gains, or fund certain accounts can shift your bill more than you'd expect—especially in higher-income years.

Curious how this plays into your situation? Happy to talk through it.

Halloween may be scary but your insurance doesn't have to be. Your Trusted Choice Independent Agent will take the fear o...
10/14/2026

Halloween may be scary but your insurance doesn't have to be. Your Trusted Choice Independent Agent will take the fear out of your policy.

Contact us at 516-714-5200 or [email protected]

Visit our website at www.wexfordis.com

Six Estate Planning Assumptions Worth a Second Look
10/12/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/12/2026

Markets don't ask permission to swing. But here's the thing—volatility rarely hurts portfolios as much as our reaction to it does. The urge to "fix" something during a dip often costs more than the dip itself.

Wondering how your plan holds up when things get bumpy? Send me a message.

Small companies may not fly under the radar when it comes to cyber risks! Make sure you have the right protection. ...
10/12/2026

Small companies may not fly under the radar when it comes to cyber risks! Make sure you have the right protection.



Contact us at 516-714-5200 or [email protected]

Visit our website at www.wexfordis.com

Your smart home is vulnerable to cyber threats. Keep your digital life secure with for your smart home. C...
10/11/2026

Your smart home is vulnerable to cyber threats. Keep your digital life secure with for your smart home.

Contact us at 516-714-5200 or [email protected]

Visit our website at www.wexfordis.com

Budgets get a bad rap—they're not about restriction, they're about clarity. When you actually see where money flows each...
10/09/2026

Budgets get a bad rap—they're not about restriction, they're about clarity. When you actually see where money flows each month, decisions get simpler. That's true whether you're managing household wealth or business cash flow.

Curious how your numbers stack up? Happy to talk through it.

Address

900 Walt Whitman Road, Suite 310
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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