We have posted a number of resources to help you get educated on tax-deferral solutions.

Contact us about any questions or to discuss an opportunity, we are always here to help!

Thank you!

– The Asset Strategy Team


(From “Understanding Tax-Deferred Exchanges” Guide Below)

Have you been thinking of selling your investment real estate?


I want to learn about 1031’s using a Delaware Statutory Trust (DST).

Have you sold investment real estate or any asset in the past 180 days, but didn’t do a 1031 exchange?


There still might be an opportunity to defer the taxes.

Understanding Tax-Deferred Exchanges

An Overview

Top 10 DST 1031 Considerations

Investment Real Estate Owners

Estate Planning Client Guide

Why Create an Estate Plan?

Private Wealth Management

Core Capabilities

MoneyLetter Hi-Lites

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.

Sean Whalen, CFP®, MSF

Director of Private Wealth
Partner – Senior Consultant

781-235-4426 ext. 135


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.


William “Bill” O’Neill, AIF®

Financial Consultant

781-235-4426 ext. 137


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.