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

Let’s connect to learn more about you, your business and your goals. We’ll listen. We’ll also outline the process of working with us, provide transparency on how we can engage, review any fee structure and assess the right member on our team to help you identify ways to unlock value.

Meeting Scheduling is for the convenience of our Existing Clients and New Prospective Clients only. Any vendors using this platform to schedule meetings will not be honored and must contact the team member directly. Thank you.

Sean D. Whalen CFP®, MSF

Director of Private Wealth.

Partner – Senior Consultant.

Schedule Meeting w/ Sean

William “Bill” J. O’NeillAIF®

Business Operations Manager. Financial Consultant.

Schedule Meeting w/ Bill

David C. O’Brien CFP®, CAIA®

Senior Consultant.

Schedule Meeting w/ David

Gregory P. Killilea

Insurance Manager. Financial Consultant.

Schedule Meeting w/ Greg

Kaelan C. Fitzpatrick – CFP®

Financial Consultant

Schedule Meeting w/ Kaelan

Bruce W. HardyMBA

Director of Private Asset Management. Senior Consultant.

Schedule Meeting w/ Bruce

Kent A. Fitzpatrick AIFA®, GFS®, CBFA

Managing Director.

Partner – Senior Consultant.

Schedule Meeting w/ Kent

 

Peter J. DohertyMBA, CEXP

Financial Consultant.

Schedule Meeting w/ Peter

Tim J. Black

Director of Retirement. Senior Consultant.

Schedule Meeting w/ Tim

Want to learn more about Asset Strategy services?
Reach out to our team for a free consultation or informational meeting.