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Our Services

Strategic Asset Services creates personalized wealth building solutions

Offer Sound Advice Our financial consultants take the time to get to know you and your priorities. After defining your objectives and risk-return posture, we create a personalized wealth building solution.

Give our Clients Choice We work with you to determine an appropriate risk-return posture. We then choose a mix of investments including equity, debt and cash, that allow you to address your long-term goals.

Create Value Our proprietary asset management model allows us to deliver forward-looking, planning. A team of consultants and analysts monitor and adjust your asset mix in response to changes in the marketplace and your needs.

Use a Collaborative Approach We work with your tax, legal and other advisors to create a comprehensive strategy that encompasses your overall financial needs.

Provide Transparency You can monitor your account online anytime. You can also call your financial consultant when you have a question or need to make adjustments. We provide annual reviews of your investment plan to help keep you on track.

We provide expert assistance in the following areas:


  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance