Asset Strategy Information
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Asset Strategy
Summary
Asset Strategy (A|S) is an SEC-registered investment advisor and fiduciary wealth manager. Helping you Create, Manage, Protect & Distribute Wealth®️
We are an independent consulting & wea...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Independent Fiduciaries, Wealth Management, Investment Advisory, Financial Planning, Retirement Consulting, 1031 Exchanges, Estate & Tax Planning
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Asset Strategy shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years15% for 3–4 years15% for 5–7 years20% for 8–10 years35% have over 11 years of service at Asset StrategyEx-employees positions
In Company
In New Company
Contact top employees from
Asset Strategy
Peter Doherty MBA
Financial Consultant
Greg Killilea
Insurance Manager
Kent Fitzpatrick
Managing Director
Rosario Salamone
Portfolio Manager
Wendy Solomon
Regional Director
Jian Wei Fu
Financial Consultant and Tax Consultant
David OBrien CFP
Senior Financial Consultant
Brian Gray
Senior Consultant
Bobby Jones
Investment Advisor
Kaelan Fitzpatrick
Director of Private Wealth Management
Veronica Martins
Digital Marketing Specialist
Brandon Carr
Digital Marketing Coordinator
Conor Moran
Marketing Manager
Company Employee
Recepcionista
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FAQ
Asset Strategy operates in the Financial Services industries. More details can be found on the official website: assetstrategy.com.
The headquarters of Asset Strategy are located in Natick, United States.
You can contact Asset Strategy by phone at 781-235-4426.
Asset Strategy currently employs 10-50 people.
