Neighbor News
A Family Affair
Avon Financial Advisor Merges Practice with Daughter's Siena Private Wealth, a Member of Advisory Services Network, LLC.
Bringing together two generations of financial leadership, Asset Strategies, Inc., an Avon-based Financial advisory firm, announced it has merged under the banner of Siena Private Wealth, A Member of Advisory Services Network, LLC. The combination unites the experience of Asset Strategies' founder, Alan Rothstein, with the passion and community focus of Siena Private Wealth, led by Alan's daughter, Marisa Rothstein. "I am thrilled to be partnering with my daughter, Marisa, and the incredible team at Siena," said Alan Rothstein.
"Over the past 25 years, I have built Asset Strategies on a foundation of honest, compassionate financial advice, and I know that legacy will continue under Siena's leadership. Marisa shares my commitment to putting clients first and supporting the local community, and I'm excited for what we can accomplish together. Our clients have always felt like family, and that personal touch will only grow stronger with this merger."
Marisa Rothstein, who launched Siena Private Wealth in 2019, added: It’s a privilege to continue the work my father began with Asset Strategies. His mission was to build a firm rooted in integrity and dedicated to serving clients with care. I’m pleased to welcome the Asset Strategies team and clients into the Siena family, where we will remain dedicated to these values."
Clients will benefit from the expanded professional team, which includes a CPA, CERTIFIED FINANCIAL PLANNER (TM), and attorneys, as well as top-tier technology resources and custom portfolio management solutions tailored to each client's unique needs. In addition, Alan Rothstein’s related tax practice, Rothstein & Co., CPA, will continue to operate, while the launch of Siena Legal will provide clients access to estate planning services, all under the same roof. About Siena Private Wealth: At Siena Private Wealth, we believe that every financial journey is unique. Our personalized advice is designed to address your specific needs and aspirations, empowering you to make informed decisions. We aim to help you achieve your goals through comprehensive financial planning and custom portfolio management. Learn more about Siena at www.sienaprivate.com
Advisory services offered through Siena Private Wealth, A Member of Advisory Services Network, LLC. Tax services offered through Rothstein & Co., CPA. Legal services offered through Siena Legal. Advisor Services Network, LLC, Rothstein & Co., CPA, and Siena Legal are not affiliated.
