Broker Check

Strategies 

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Asset Allocation

Asset Management

Customized Asset Management

Equities

Fixed-Income

Alternative Investments

ETFs

Closed-End Funds

ESG

Planning

Wealth Planning

Wealth Consulting

Financial Planning Consulting

Portfolio Consulting.

Insurance

Annuities

Long-Term Care

Life Insurance.

Banking

Checking

Credit Card

Lending Solutions

Cash Solutions.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ned@assetwisefinancial.com  (980) 335-2095