Watch This Video Learn How To Get The Most From Social Security Perhaps As Much As $250,000 More

About Asset Strategy Advisors

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For over two decades, the team at Asset Strategy Advisors (ASA) has been providing private clients, retirement plan fiduciaries, and investment stewards advice to drive outcomes. As an independent investment advisory firm, registered with the Securities Exchange Commission, ASA provides clients with personalized, objective, and informed investment management consulting, planning and retirement advice. We focus on each client’s unique needs. The firm utilizes prudent process, transparency and acts in a fiduciary capacity to strengthen client outcomes.  

Asset Strategy Advisors assists companies and institutions with managing their risks and the responsibilities of sponsoring retirement or investment programs. The firm also helps individuals to create secure lifetime incomes through a supported, client-centric structure. Both institutions and private clients receive a personalized approach through an objective, experienced and collaborative team of professionals and institutional resources.  

“As a boutique organization, we deliver innovative, creative strategies and expertise to help clients make informed decisions,” says Managing Director Kent Fitzpatrick. “Our professionals average in excess of 25 years of experience in his or her line of work. Our collaborative team approach, serves to provide our clients clarity.”  

The breadth of experience coupled with in-depth industry knowledge sets our staff apart from other advisory firms. That experience and client-focused approach inspired our firm’s slogan: “Knowledge To Drive Outcomes.”

Schedule An Appointment for Your Complimentary Social Security Maximization Report

In this report, you'll discover...

  • Exactly how and when to claim your social security benefits.
  • How to coordinate claiming your benefits with your spouse. 
  • How to ensure your family continues to receive your benefits after you pass away.
  • Other lucrative strategies that you could be eligible for. 
  • Plus, how to avoid one of the many social security “gotchas” that could cost you thousands of dollars!

Social Security Report

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

Complimentary Ebook

In this eBook you will learn...

  • How to receive the largest Social Security check possible.
  • Considerations for when and how to file for your benefits.
  • The many pitfalls that need to be avoided when filing.
  • The steps needed to achieve your maximum lifetime income.
  • And much, much more! 

Test Your Knowledge About Social Security 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

New England Headquarters: 5 Commonwealth Road, Suite 3A Natick, MA 01760-1526  

Phone: 781-235-4426

Cape Cod & The Islands: Chilmark, MA  

Phone: 508-687-2805