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/
7-day free trial · no credit card
Verified contacts
20
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
3
tools in use
Monthly traffic
195
organic / mo
Sign up free to see all 20 verified contacts at Asset Strategy
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- KF
Kaelan Fitzpatrick
Director of Private Wealth Management · Finance & Accounting
EmailPhone - KF
Kaelan Fitzpatrick
Director of Private Wealth Management · Finance & Accounting
EmailPhone - TB
Tim Black
Director of Retirement · General Business & Management
EmailPhone - DO
David Obrien
Senior Financial Consultant · Finance & Accounting
EmailPhone - GK
Greg Killilea
Insurance Manager · General Business & Management
EmailPhone - RS
Rosario Salamone
Portfolio Manager · Finance & Accounting
EmailPhone - DS
David Shepard
Senior Consultant · General Business & Management
EmailPhone - SW
Sean Whalen
Director of Private Wealth, Partner · Other
EmailPhone - WO
William Oneill
Business Operations Manager - Retirement, 1031s Dsts · Other
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Asset Strategy
15 distinct titles indexed · top 10 shown.
- 2director of private wealth management
- 2director of retirement
- 2senior consultant
- 1business operations manager - retirement, 1031s dsts
- 1digital marketing coordinator
- 1director of private wealth, partner
- 1fidelity investments
- 1financial consultant
- 1insurance manager
- 1managing director
- +5more titles
Sign up to unlock all 20 contacts at Asset Strategy
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 20 verified contacts at Asset Strategy
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.