At Asset Strategies, Inc., we know that financial planning can be complex, which is why we aim to make working with an experienced advisor, like us, simple. Since 2002, we have helped clients successfully manage their finances and reach their retirement goals while building meaningful relationships along the way.
As a fee-only, comprehensive advisory firm, we offer a full range of solutions all under one roof. We're specialized in addressing the complexities of tax planning and preparation for businesses and individuals. With services developed to address your unique goals and interests, we're confident that we can create a plan that works for you.
As a fee-only, comprehensive advisory firm, we offer a full range of solutions all under one roof. We're specialized in addressing the complexities of tax planning and preparation for businesses and individuals. With services developed to address your unique goals and interests, we're confident that we can create a plan that works for you.
Services
At Asset Strategies, Inc., your asset managers, financial planners, tax accountants and the client service staff work together to make sure you receive superior financial guidance. For over 20 years, we've developed all-encompassing strategies for individuals, families and business owners alike as they organize their finances and encounter life's milestones.
Our financial planning services are designed to help you analyze your current finances and further build a foundation using your unique goals and aspirations. This may include getting married, starting a business, going to graduate school or preparing for your retirement chapter. Having the financial resources to achieve your goals is what we are here to help you with.
There are few things more personal than your wealth, which is why we place you at the forefront of our planning. From the start, we'll begin learning who you are, what you believe in and what you need to find your own financial well-being. Throughout our onboarding process, we'll clarify your financial goals, tolerance for risk and aspirations for the future.
Listed as one of the "100 Great Financial Planners" by Mutual Funds magazine, Alan is a co-founder of Asset Strategies, Inc., as well as the founder and principal of Rothstein & Co., CPA's. Alan has been recognized by many professional organizations for his outstanding achievements within the industry.
As a firm, we offer investment solutions to facilitate efficient wealth and investment management. Our philosophy revolves around developing a tailored portfolio that helps you accomplish your personal and financial goals. It all comes down to risk and return and finding the right balancing point. By aligning your investments with your financial goals, we'll have a clear destination in mind as we move forward.
Reviews (1)
Annette G.
May 12, 2012
Report
Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now. During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family
