Adapter’s Advantage: Episode 36
Kent A. Fitzpatrick is the founder and managing director of Asset Strategy, a financial and wealth management consulting firm with offices in Boston, Washington D.C., and Pittsburgh.
With over thirty years of experience, Kent is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst.
Asset Strategy is an assemblage of entities and professionals providing financial planning, estate planning, investment management, fiduciary, insurance, and real estate consulting. Their motto is “Helping you Create, Manage, Protect & Distribute Wealth.”