One team under one roof caring for all your financial needs

Financial Planning

Asset Management

Tax Planning

Meet The Team

Working in your best interest with honest, unbiased financial advice.

Alan Rothstein photo

Alan Rothstein

President

Diann McChesney photo

Diann McChesney

Executive Vice President & Compliance Officer

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Emily Wood

Financial Advisor

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Melissa Frechette

Director of Operations

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What is the Fee-Only Advantage?

Fee-Only means we work for you, not for our commission and provide honest advice in your best interest.

From The Blog

Sharing our expertise and thoughts to steer you in a better direction.

College Beyond Tuition: Savings Tips from Gee photo

College Beyond Tuition: Savings Tips from Gee

College expenses go beyond tuition and room and board. Save now with tips from Gee!

30 Minute Financial Self-Review photo

30 Minute Financial Self-Review

Take your finances off "pause" and into action

When Should I Take Social Security? photo

When Should I Take Social Security?

New Regulations, Math and More

What a Trump Presidency Could Mean for Your Retirement. photo

What a Trump Presidency Could Mean for Your Retirement.

How will Trump's plans impact your retirement

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Why Asset Strategies?

We are a fee-only comprehensive financial advisory firm providing finanical planning, asset management, and tax planning and preparation all under one roof. Financial decisions don't happen in a vacuum, so why should your financial advice only consider one aspect of your financial picture? 

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