Private Wealth Management

Obtain greater control over your financial affairs,

with the confidence to act, with more freedom.

Private Wealth Management

The ultimate goal of private wealth management is to make sure you have the appropriate resources and planning in place to support your financial goals and objectives. This can be a complicated and time-consuming process, requiring expertise in multiple disciplines. This is where we can help. Asset Strategy Advisors has assembled an experienced team (or can augment your team) of advisors and counselors, to provide the execution and clarity to your investment and financial needs. You can benefit from the support of an expert team approach that can help you shape your goals, evaluate your options, and validate your decisions. The result is greater control over your financial affairs, with the confidence to act, with greater freedom.

 

Retirement Income Planning

Includes both accumulation and decumulation of wealth to sustain income and standard of living during retirement.  We help guide you through the process and provide forecasts and modeling to create a plan.

 

Investment Management

Professional asset management to meet specific investment goals.  This includes goals and portfolio analysis, asset selection, asset allocation and optimization, monitoring, and rebalancing, with constant communication and interaction with our clients.*

 

Estate & Tax Planning

Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. It is the process of anticipating and arranging for the disposal of your wealth during your life. We work directly with you and your legal counsel to guide you through the process and implementation of the plan.


The goal is to arrange your financial affairs so as to minimize your taxes. We have a network of CPA’s and tax attorneys to handle the entire income tax process for you.  We work directly with these team members to provide an integrated and customized plan to achieve your objectives.

 

Risk Appraisal

Includes the analysis and review of insurance and employee benefits.  We assess how you maximize protection for yourself, your family and your investments in an impartial and coordinated approach​.

 

Trust & Fiduciary Services

If your estate planning or trust administration requires an institutional fiduciary, ASA offers a full range of corporate fiduciary services.  Depending upon the size and the type of fiduciary services you require, we provide our clients access to several major trust companies. We will handle your investments and financial relationship while our trust partners handle your administrative details.​

 

Financial Planning

We analyze your goals and long-term objectives, combined with analysis of your current and future resources, to create a plan for your financial future. The financial planning process includes discovery and many of the elements in the diagram at the top of the page​.

 

What is Your Risk Score?

Find out what your Risk Tolerance is and see if your portfolio actually fits you. It's simple. Capture your risk tolerance and see if your portfolio fits you. Find out in 5 minutes.

"To reach a port we must sail, sometimes with the wind, and sometimes against it.

But we must not drift or lie at anchor."

- Oliver Wendell Holmes

Social Security

Social Security is enormously complex. Making the right decisions could potentially mean tens of thousands of additional dollars in retirement.​

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Not associated with or endorsed by the Social Security Administration or any other government agency.

Want to learn more about our private wealth management services? Reach out to our team
for a free consultation or informational meeting.

*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.

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To view a copy of our Customer Relationship Summary (CRS), please Click Here

Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com. 

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