Kaelan Fitzpatrick

About Kaelan Fitzpatrick

You’ve worked hard to build what you have, yet it still feels like taxes are taking more than their fair share.Let\'s start here.Have you found yourself asking these questions?\"Why does it feel like I\'m not keeping more of what I earn?\"\"What strategies are my wealth peers using that I\'m not?\"\"How am I ever going to reduce this massive capital gains tax?\"If those questions hit home, you\'re not alone. Most high-income earners are reactive when it comes to taxes and investing, not because they lack the discipline or intelligence, but because no one has shown them a more strategic approach.You don’t need to overhaul your life. You just need a better framework.One designed to help you keep more of what you earn, investing with intention, and protect what matters most.If that’s the kind of planning you’ve been missing, let’s talk-Advisory services are offered through Asset Strategy Advisors, LLC (ASA). Securities are offered through representatives licensed with either Concorde Investment Services, LLC (CIS), member FINRA/SIPC, member FINRA. Insurance is offered through Asset Strategy Financial Group, Inc.(ASFG). ASFG and ASA are independent of CIS.

Experience

1. Director of Private Wealth Management

   Asset Strategy

   Aug 2025 — Present

Education

• IES Abroad

  Business

  2016

• Ithaca College

  B.S., Corporate Finance

  2014 — 2018