Welcome to the family!
When you work with Jeff Pierce LLC | Asset & Wealth Strategies, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.
Consider Your Future.
Many people find retirement planning painful and frustrating. But it doesn’t have to be. Allow us to simplify the process with our knowledge, experience and patience.
You have enough to worry about without having to assume a second career as a financial planner. Instead, delegate your retirement planning to a professional. As you think about your future consider someone with the experience, knowledge and understanding of investment options to help reach your financial goals.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
It is important that the relationship is a fit. In our initial meeting we each look for chemistry ... can we work together; goal alignment ...
are your goals achievable; worth test ... account minimums; and value test ... can we add value?
