MoneyLetter Hi-Lites

May 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.

Dear Cambridge School of Weston Participant,

Thanks for visiting our dedicated micro-site for Cambridge School of Weston. This site is intended to provide you with a single information portal for all resources regarding your plan. Your new, open-architecture investment menu is now ready for you to invest in. These new investment choices give you more flexibility, lower fees, and potentially better performance. Your new contributions from payroll, including any employer matching, will go into these new investments, as directed by you. Your existing annuity balances at TIAA will not move automatically, so you need to complete the Cross Contract Transfer Form to complete the process. The required form is linked above.

The link to your participant website to access your 403(b) account is here:

We look forward to helping you plan and prepare for retirement!

Our contact information is below.


Your Retirement Team

​Asset Strategy
24 Superior Dr., Ste 101
Natick MA 01760-1535
781-222-3002 Fax


Kent Fitzpatrick Ext 126

Bill O’Neill Ext 137

Private Wealth

Sean Whalen
Director of Private Wealth