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.
Weathering the Financial Storm
Following a Long Term Road
Dear Lego Employee,
Thanks for visiting this dedicated site for Lego. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Recordkeeper website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.
Our contact information is below.
Your Retirement Team
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.