Asset Strategy

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

24 Superior Dr Ste 101, Natick, Massachu...

Phone Number

(781) 235-4426

Website

www.assetstrategy.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Asset Strategy

Asset Strategy is an independent consulting and wealth management advisory firm dedicated to meeting the unique needs of individuals, families, businesses, and nonprofits. With over 30 years of experience, they offer a wide range of services including investment management, tax planning, estate planning, and retirement planning, focusing on promoting financial well-being. They prioritize transparency and trust as fiduciaries, ensuring their clients' best interests are always at the forefront. Asset Strategy aims to help clients create, manage, protect, and distribute their wealth effectively.Explore more
Asset Strategy's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Asset Strategy Org Chart

PhoneEmail
HW
United States flag for contact location.
Herbert Wilson

Senior Manager, Operations

PhoneEmail
WO
United States flag for contact location.

Manager, Business Operations Financial & Cons...

PhoneEmail
BC
United States flag for contact location.

Manager, Digital Marketing

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Asset Strategy

<$5M
11-50
Private
-
2005
HW
Herbert WilsonSenior Manager, Operations
Kolinsky Wealth Managemen...
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
Southbridge Advisors
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
CD Wealth Management
<$5M
1-10
Private
<$5M
2014
Ilona Friedman, Chief Executive Officer at CD Wealth Management
Ilona FriedmanCEO
Ascential Wealth
<$5M
1-10
Private
-
1962
BP
Barbara PerraultRegistered Client Service Manager
FRS Capital Management
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
Illustration of an envelope

Asset Strategy Tech Stack

A closer look at the technologies used by Asset Strategy

Google Cloud Web Serving

By

Google
Google Cloud Platform

By

Google
Microsoft 365

By

Microsoft
GoDaddy DNS

By

GoDaddy
See more technologies

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Frequently Asked Questions Regarding Asset Strategy

What is Asset Strategy's official website?
Asset Strategy's official website is www.assetstrategy.com What is Asset Strategy's Revenue?
Asset Strategy's revenue is <$5 Million What is Asset Strategy's SIC code?
Asset Strategy's SIC: 62,628 What is Asset Strategy's NAICS code?
Asset Strategy's NAICS: 52,523 How many employees does Asset Strategy have?
Asset Strategy has 11-50 employees What industry does Asset Strategy belong to?
Asset Strategy is in the industry of: Finance, Securities Trading What is Asset Strategy competition?
Asset Strategy top competitors include: Southbridge Advisors, FRS Capital Management, Kolinsky Wealth Management, CD Wealth Management What companies has Asset Strategy acquired?
Asset Strategy has acquired the companies: Garity Associates Brokerage Insurance Agency, The Copeland Group, Milner Group, IFC National Marketing What technology does Asset Strategy use?
Some of the popular technologies that Asset Strategy uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS How do I contact Asset Strategy?
Asset Strategy contact info: Phone number: (781) 235-4426 Website: www.assetstrategy.com What does Asset Strategy do?

Asset Strategy is an independent consulting and wealth management advisory firm dedicated to meeting the unique needs of individuals, families, businesses, and nonprofits. With over 30 years of experience, they offer a wide range of services including investment management, tax planning, estate planning, and retirement planning, focusing on promoti... ng financial well-being. They prioritize transparency and trust as fiduciaries, ensuring their clients' best interests are always at the forefront. Asset Strategy aims to help clients create, manage, protect, and distribute their wealth effectively.Read More

 What are Asset Strategy social media links?
Asset Strategy Linkedin page Asset Strategy Twitter page Asset Strategy Facebook page Is Asset Strategy a public company?
Asset Strategy is private company therefore does not currently have an official ticker symbol
See more information about Asset Strategy

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