Contact Kent Fitzpatrick
Telephone (781) 235-4426, 126
Email info@assetstrategy.com
Website www.assetstrategy.com

FOR IMMEDIATE RELEASE

March 28, 2023

 

NATICK, MA , March 28, 2023 – Asset Strategy Advisors (ASA) is pleased to announce that Peter Doherty has joined our expanding team.   Peter is joining as a Senior Financial Consultant and a member of the Private Wealth Group.  By joining with Asset Strategy Advisors, Mr. Doherty will have access to independent resources, expertise and be able to offer objective solutions to better serve his clients wealth management needs.

I’m excited to join the team at Asset Strategy. This is a group that truly offers a distinct advantage to the clients they serve. With deep expertise across several critical planning verticals, I look forward to helping my clients create and implement the absolute best planning strategies for their needs. Whether a client owns a large portfolio of real estate, runs a small to medium sized business, or succeeds as a W-2 employee we have the solutions that will help them achieve their personal financial goals. – Peter J. Doherty

ASA’s Private Wealth Group focuses on providing clients with solutions relating to financial planning, estate planning, risk management and investment advice. Peter’s role will be to meet with clients to ensure that each of their needs and concerns are addressed appropriately and accurately and to orchestrate the resources available from an independent and objective advisory firm.

“The landscape for providing advice, whether to individual clients or institutional retirement plans, has changed.  To stay ahead, you must innovate, act in a fiduciary capacity for your clients and have the depth from an experienced team providing appropriate solutions.  We are excited about Peter joining our firm, bringing his talents and experience to our team.” – Kent Fitzpatrick, Managing Director, Asset Strategy Advisors

 


Asset Strategy Advisors is an independent, wealth management and fiduciary consulting firm based in Massachusetts. ASA provides unbiased planning and risk management services to both individuals and company sponsored retirement plans.

If you would like more information, please visit our website: www.assetstrategy.com or contact Kent Fitzpatrick at (781) 235-4426, 126 or email at info@assetstrategy.com

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