Understanding Your Contribution Options

MoneyLetter Hi-Lites

July 2024 Issue

MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.

Weathering the Financial Storm

of a Down Market

Navigating Volatile Markets

The Basics

Dear Ampersand Employee,

Thanks for visiting this dedicated site for Ampersand. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics, and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Alerus website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.

 

Our contact information is below.

Sincerely

Your Retirement Team

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA

Managing Director

781-235-4426 ext. 126

kaf@assetstrategy.com

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst®️ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He has over 30 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.

 

William “Bill” O’Neill, AIF®

Business Operations Manager
Financial Consultant

781-235-4426 ext. 137

wjo@assetstrategy.com

William “Bill” O’Neill, AIF® is a graduate of Merrimack College with a BS in Finance. He is an Accredited Investment Fiduciary from the Center for Fiduciary Studies. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, owned a purpose-built construction company, and helped develop a corporate marketing and communications firm. Bill has also been an investment property investor for over 20 years.