Contact Us

William “Bill” O’Neill
781-235-4426, x137

Our Services

  • Tax deferral and mitigation strategies
  • Financial planning
  • 401k/403b consulting
  • Private Wealth Management
  • Advanced Tax planning investment strategies
    • DST’s – Delaware Statutory Trusts
    • OZF’s – Opportunity Zone Funds
    • 1031 Exchange Investment & Strategies
    • 721 UPREIT Investment & Strategies
    • Direct Indexing (Tax Loss Harvesting)
    • Cost Segregation Investment Strategies
    • PPLI – Private Placement Life Insurance
    • *Ask us about our CPE program for CPAs (NASBA #146382)

About Us

For over 30 years, Asset Strategy Advisors has helped our clients create, manage, protect and distribute wealth. We do this via traditional wealth management (stocks, bonds, mutual funds, etc.), financial planning, 401k/403b consulting and tax deferral and tax mitigation strategies. We enjoy helping to educate CPAs and their clients on the tax deferral and tax mitigation strategies we use for our clients. Learn more at