CONTACT US

(781) 235-4426

info@assetstrategy.com

Our Locations:

Asset Strategy has been working with individuals and companies like yours for over three decades.

We’re committed to helping you take control of your financial future. Contact us today for an assessment of your current situation.

New England

24 Superior Dr., Ste 101
Natick MA 01760-1535

Tel: (781) 235-4426 | Fax: (781) 222-3002
Email: info@assetstrategy.com

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

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Sean D. Whalen CFP®, MSF. Director of Private Wealth. Partner – Senior Consultant.

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David C. O’Brien CFP®, CAIA®. Senior Consultant.

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Bruce W. Hardy MBA – Director of Private Asset Management. Senior Consultant.

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William “Bill” J. O’NeillAIF®. Business Operations Manager. Financial Consultant.

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Gregory P. KillileaFinancial Consultant. Insurance Manager.

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Peter J. DohertyFinancial Consultant.

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Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️

Contact us with general inquiries or comments.