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.

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Asset Strategy

Kent Fitzpatrick

This department provides consulting and advisory services related to financial planning, investment strategies, and tax-related matters.

Financial Services

This department focuses on analyzing market trends and consumer behavior to inform business strategies.

Asset Strategy

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Financial Services

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Asset Strategy

Org chart

Teams

Financial Services

Market Research

Offices

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