Asset Strategies Group
One family.A lifetime
of decisions.
Discover how ASG is by your side as you build your legacy.
Scroll the JourneyYou've built something. Now let's grow it.
We work with you to shape and execute a strategy so the results of your hard work compound.
The real question: will your wealth reach your family, intact?
You didn't work this hard to see it eroded. You want to know it carries forward — to your children, and theirs. That's the question we answer.
You work directly with Tim & Dan.
No handoff to a junior associate. No corporate call center. The same care whether you're just building your career and business or preserving your legacy.
- Proactive quarterly reviews
- Non-discretionary — we never trade without your okay
- Equal care for every account
Growing, preserving, transitioning.
Personal Wealth Management
Customized portfolio strategies focused on growing, preserving, and transitioning your family wealth across generations.
Business Continuation Planning
Seamless transition planning for business owners ensuring multi-generational stability when passing or selling your business.
Retirement & Estate Planning
Comprehensive financial modeling and legacy protection coordinated with your trusted CPAs and attorneys.
Insurance Protection
Life Insurance, Disability Income, Long Term Care, and Annuities designed as value-add wealth protection.
Group Benefits & Health Solutions
Comprehensive employee medical, dental, and ancillary benefits setups for business clients.
Value-adds for our investment & business clients.
A simple, personal process.
Establish Trusting Relationship
Building trust and rapport is critical when choosing to work with a financial professional. Nothing works if we don't have chemistry and the right fit.
Establish Goals & Financial Vision
With proper planning, we assist you in defining and creating your financial vision, along with clear goals and actionable steps to make them a reality.
Monitor & Proactively Review
There will be course corrections along the way. We keep communication open with proactive quarterly reviews and non-discretionary updates.
Licensed, accessible, personal.
Tim Brockway
Managing Principal & Wealth Advisor
Tim leads ASG with a personal, relationship-first approach. Grounded in discretion, proactive communication, and non-discretionary integrity.
Dan
Certified Financial Planner (CFP®)
Dan delivers comprehensive financial planning and oversees group benefit solutions for business clients with equal care for every account.
Let's talk about your wealth.
No charge, no pressure — just a conversation.
Just your name is perfect.
Prefer to reach out directly?