American Strategic Advisors (ASA) is dedicated to the proposition that prudent and sophisticated investment strategies should not be the exclusive domain of the financial elite. We strive to provide all investors with the tools that seek to enhance their risk /reward proposition and to do so at a reasonable cost.

01. Services

· Professional Asset Management
· Strategic Financial Planning
· Advisory Services
· Portfolio Management
· Risk Mitigation Strategies
· Cash Management

02. Our Mission

Our Mission at American Strategic Advisors is to work toward optimizing an individual Investor’s return while trying to systematically reduce volatility.

03. Our Approach

Once we form an understanding of a client’s needs, risk tolerance, and time frame, ASA crafts an appropriate holistic solution that seeks to optimize the client’s capital with a minimum of volatility and fees.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

The Power of Affiliation – LPL Financial

Check the background of the investment professionals associated with this site: FINRA Brokercheck.org.

Whether you are an advisor at a bank, a traditional brokerage house, or independent, ASA invites you to consider the merits of joining our team.

Join Our Team

Blogs

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Christopher Aguele |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

5 Tax-Saving Strategies to Keep More of Your Money

Christopher Aguele |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Christopher Aguele |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...