William Sargent

Associate Financial Consultant
Direct/Text: (508) 290-2600

wcs@assetstrategy.com

As a Registered Investment Advisor and Associate Financial Consultant, Will supports the Private Wealth Division by delivering comprehensive financial guidance to high-net-worth individuals and families. He brings expertise in investment management, financial planning, retirement strategies, and tax efficiency to help clients navigate complex financial decisions with a focus on long-term wealth preservation and growth.

Will holds a BBA in Corporate Finance from the University of Massachusetts Amherst and combines strong academic training with hands-on experience to provide personalized, strategic financial solutions.

Outside of work, Will enjoys playing soccer, skiing, and spending quality time with friends and family.

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