Asset Strategy Email Formats

Investment Management • Natick, Massachusetts, United States • 11-20 Employees

Asset Strategy Email Formats

Asset Strategy uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@assetstrategy.com), used 66.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@assetstrategy.com	66.7%
{first name}	john@assetstrategy.com	33.3%

Key Contacts at Asset Strategy

Kent Fitzpatrick

Managing Director

Kaelan Fitzpatrick

Director Of Private Wealth Management

Tim Black

Director Of Retirement

Company overview

Headquarters	24 Superior Drive, Suite 101, Natick, Massachusetts 01760, US
Phone number	+17812354426
Website	assetstrategy.com
NAICS	5231
SIC	628
Keywords	Wealth Management, 1031 Exchanges, Financial Planning, Investment Advisory, Retirement Consulting, Estate & Tax Planning, Independent Fiduciaries
Employees	11-20
Socials

About Asset Strategy

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 & wealth management advisory firm that was created to service the unique needs of our clients. For more than three decades, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries, Asset Strategy Advisors, our registered investment advisory firm, has built relationships on the bedrock of trust and confidence that are backed up with a responsibility to always put our client’s interests above all else. Our mission is to help our client’s achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals. https://assetstrategy.com/disclosures/linkedin-disclosure/