One team, under one roof, caring for all of your financial planning needs.
We earn money with you, not from you.
Asset Strategies takes a one-team approach to the management of your finances. The firm has been serving the New England and New York Metro area for over three decades. Each of our clients works with the firm’s principals, Alan Rothstein and Diann McChesney. Right from the start, you are meeting with each of our top advisors, face-to-face. Welcoming clients to our offices in Avon and Stamford, Connecticut, or New York City allows us to build this relationship.
We understand that every client we meet is unique and deserves proactive, quality advice. Our holistic approach to personal finances addresses current as well as long-term goals, assets, tax planning, and more. We call it the three-pillar approach and it encompasses everything financial in your life: financial planning, asset management, and tax planning and preparation.
The Fee-Only Advantage
We are a fee-only financial planner. What does that mean, and what is the difference between fee-only and fee-based? Fee-only means we have no agenda other than working to help you, our client, proactively. We get no commissions, no rebates, and make no product sales. We also have no sales quota of any kind. Our passion is serving the best interests of our clients.
We will listen carefully and help you to get on a path to financial success. A fee-only advisor is one who is compensated solely by the client. Our compensation is for the advice and services rendered. We accept no fees or compensation from investment companies. Fee-only means you can feel confident that we are being genuine and honest, and that we are working entirely for you, rather than having self-serving motives.
Giving Back to the Community
Asset Strategies believes in giving back to the community. We are civic-minded. Alan is not only a past president of the Probus Club, he also volunteers as treasurer for Journey Home, a nonprofit team of innovative problem solvers who are passionate about ending homelessness in our community. Founded in 2007, Journey Home has spent the last decade committed to ending chronic homelessness in the Greater Hartford region. Journey Home has grown to become a strategic leader and valued partner for homeless service providers throughout the region. Diann currently serves as a trustee for Cottey College, a four-year women’s college located in Nevada, Missouri. She is also a member of the P.E.O. Sisterhood, a philanthropic organization that promotes education for women by providing financial support, encouragement, and awareness of opportunities. She served as the president of the Connecticut State Chapter of P.E.O. in 2013–2014. Diann is also a member of and volunteers for the National Alliance on Mental Illness (NAMI). Having personal experience with mental illness in her family, Diann wants to help improve the care for the millions of Americans affected by mental illness.
Asset Strategies has received a lot of recognition over the years and prides itself on the gains made in this area. The firm was recently voted a five-star wealth management firm. It is also recognized in Connecticut magazine’s list of the best financial advisors.
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.
Avon, CT Office
80 West Avon Rd
Avon CT 06001
Stamford, CT Office
243 Tresser Blvd, 17th Floor
Stamford CT 06901
New York Office
350 West 50th Street, Suite 22F
New York NY 10019