Strategic Asset Services has over 18 years consulting to individuals, families, small and medium size business entities.

We learned from challenging experiences in financial markets, the challenges presented by financial products, and from the human challenges that individuals and families face. Based on these situations, we evolved into a team of conscientious, independent minded consultants and staff that is dedicated to servicing financial assets and solving problems.

Capital markets, financial solutions and generational needs are ever changing and we are dedicated to a continual process of improvement to assist individuals, families and businesses.