Asset Strategy
Investment Management
24 Superior Drive
19 employees
- Employees
- 19
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Asset Strategy Overview
- Headquarters
- 24 Superior Drive
- Website
- assetstrategyrc.com
- Industry
- Investment Management
- Employees
- 19
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Asset Strategy
Asset Strategy (A|S) is an SEC-registered investment advisor and fiduciary wealth manager. Helping you Create, Manage, Protect & Distribute Wealth®️ We are an independent consulting & wealth management advisory firm that was created to service the unique needs of our clients. For more than three decades, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries, Asset Strategy Advisors, our registered investment advisory firm, has built relationships on the bedrock of trust and confidence that are backed up with a responsibility to always put our client’s interests above all else. Our mission is to help our client’s achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals. https://assetstrategy.com/disclosures/linkedin-disclosure/
Asset Strategy Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Asset Strategy Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kent Fitzpatrick, Aifa®, Gfs®, Mscta | Helping Individuals & Businesses Save | Natick, Massachusetts, United States |
View
|
| Brian Gray | Senior Financial Advisor | Greater Boston, United States |
View
|
| David O'brien Cfp, Caia | Senior Financial Consultant at Asset | Natick, Massachusetts, United States |
Email
Phone
|
| Peter Doherty Mba, Cfp®, Cexp | Financial Strategy - Wealth Management | Greater Boston, United States |
Email
|
Employees by Management Level
Director
3 profiles
Senior / Lead
3 profiles
Individual contributor
3 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Marketing | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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