Asset Strategy Advisors

An informal but comprehensive dialog between you and members of our team that helps us understand where you want to be and when you want to be there. We'll focus the discussion on your financial goals, how these goals match to your favored lifestyle. And we'll speak to the timeframes and resources necessary to attain your objectives.

Affirmative Investments Inc. is a Boston-based company dedicated to affordable housing and community development. Situated in the heart of downtown Boston, the firm plays a crucial role in fostering positive community growth and social equity. Located on the second floor of the historic Yankee Publishing Building, Affirmative Investments is a stone's throw from prominent landmarks such as City Hall, Faneuil Hall, and Quincy Market. The company is committed to creating impactful employment opportunities and encourages inquiries about careers and internships. Generated from the website

Brandt Wealth Advisors in Newburyport, MA is a financial planning practice that prioritizes the happiness and values of their clients as much as their net worth. With a heartfelt commitment to helping individuals navigate life's financial challenges, their team offers personalized guidance in retirement planning, estate planning, tax strategies, and more. By focusing on true wealth beyond monetary assets, Brandt Wealth Advisors begins with an in-depth values discovery process to tailor financial plans to each client's unique priorities and goals. With a dedicated approach to financial guidance and a secure Wealth View dashboard, clients can gain confidence in their financial journey while receiving ongoing support and updates as circumstances evolve.Generated from the website