Asset Strategy Advisors

Tad Overbaugh 

on Google

6 days ago

I've had a truly excellent experience working with my financial advisor, Kaelan Fitzpatrick at Asset Strategy. I feel extremely lucky that he was recommended to me by a good friend. I had been putting off working with a financial planner for a long time because of the overwhelming and stressful feelings that can come with it. Kaelan is a tremendously nice and knowledgeable guy who has a way of explaining things clearly, answering questions thoughtfully, and making the entire process feel comfortable and approachable. I neve... read more

Jonathan Matos 

on Google

a week ago

I’ve been working with Asset Strategy Wealth Management for a couple years, and they’ve been excellent. Kaelan Fitzpatrick took the time to understand my situation, which isn’t simple: I run an early-stage company, my family splits time between the US and Portugal, and have a oversees property. They put together a plan that fit those realities instead of a one-size-fits-all approach. What stands out most is their responsiveness, clear explanations, proactive planning, and tax coordination. They explain the reasoning behind ... read more

Collin Etherton 

on Google

2 weeks ago

Great service and very knowledgeable about the market. They tailor my investments specific to my risk tolerance. 

backtofoulke2004 

on Google

2 weeks ago

We've had the pleasure of working with the Asset Strategy team for many years and are very happy with the work they've done. Kent, Sal and others have done a great job managing our portfolio, initially during our working years and now 10 years into our retirement. We've since moved from Mass to Florida but continue to work with them utilizing video conferencing. I highly recommend them for anybody looking to build a strong financial future. 

Barbara Pack 

on Google

2 weeks ago

I first started investing my portfolio with John Fitzpatrick, Kent Fitzpatrick's father, in 1975 and have continued with Kent and Asset Strategy from its inception. Although my portfolio is even not close to any of the large ones they handle, I have made an excellent overall "ROI" and most important of all, have consistently received exceptional service from the entire team. I highly recommend Asset Strategy without reservation.