Company description
We are a fee-only comprehensive financial advisory firm providing finanical planning, asset management, and tax planning and preparation all under one roof. 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.
