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Sean Whalen Email
Director Private Wealth, Partner . Asset Strategy
Natick, MA
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How to contact Sean Whalen
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Asset Strategy (AS) is an SEC-registered investment advisor and fiduciary wealth manager. We are an independent, fee based-consulting and investment advisory firm. Our Mission is to provide you with clarity that aims to make your financial goals a reality. Our Vision is to empower individuals and families, directly or through the businesses and non-profits, they serve, to have the resources, education, and technology to make prudent financial decisions that aim to achieve results. Our Approach is through wealth management and retirement solutions as we help you take control of your finances by understanding your goals, assessing your challenges and building a roadmap that seeks to achieve financial independence. Material is for informational purposes only and does not constitute an offer to buy or sell any product. Past performance and any forecasts are not indicative of future results. This material was prepared, and views are those solely of the author and does not necessarily represent the views of the presenting party, nor their affiliates. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. Direct investment in an index is not possible. Asset Strategy is unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.Asset Strategy Address
5 Commonwealth Rd.Natick, MA
United States