Welcome to The Cameron Real Estate Group Investment Real Estate microsite!
We have posted a number of resources to help you get educated on tax solutions to help your investment real estate clients.
Contact us with any questions or to discuss an opportunity, we are always here to help!
– The Asset Strategy Team
Have clients that are thinking of selling their investment real estate?
I want to learn about 1031’s using a Delaware Statutory Trust (DST).
Have clients that have already sold investment real estate, but didn’t do a 1031 exchange?
Learn about how Opportunity Zone can help your clients/prospects
February 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.
Kent A. Fitzpatrick, AIFA®, GFS®, CBFA
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.
781-235-4426 Ext 126
Sean D. Whalen, CFP®️, MSF
Director of Private Wealth
Partner – Senior Consultant
Sean Whalen, CFP®, MSF is the Director of Private Wealth and Senior Consultant at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master of Science in Finance degree from Brandeis University. Contact us to learn more about our team.