As an entrepreneur and investment real estate owner with over three decades of experience, I understand the unique needs and challenges of business owners and investors. I lead an independent wealth management firm serving private clients, non-profits, and corporate retirement plans on a national basis. Our motto is "Helping you Create, Manage, Protect & Distribute Wealth"® . My focus is tax mitigation solutions, alternatives, fiduciary consulting, financial planning, estate planning, and investment advice.
I am an Accredited Investment Fiduciary Analyst® ď¸ (AIFA) from the Center for Fiduciary Studies, a Global Financial Steward (GFS), a Certified Behavioral Finance Analyst (CBFA), and a Main Street Certified Tax AdvisorŠ (MSCTAŠ). I am also a licensed investment advisor representative, insurance broker, real estate agent, General Securities Principal, and registered representative. I am a graduate of St. Anselm College with a BA in Economics.
We offer traditional asset allocation, risk management, and investment strategies, but specialize in implementing tax solutions that include customized retirement plans, 1031/Delaware Statutory Trusts, Qualified Opportunity Funds, Investment Tax Credits, Charitable Planning and advance insurance design. Our experienced and credentialed team at Asset Strategy looks forward to working with you. Book a discovery call to start your MyWealth JourneyâŚ.. www.assetstrategy.com
Licensing & Credentials
Services Offered
Tax Specialties
