About
Founded in 2000, ASG is a Sacramento-based financial services firm committed to helping our clients build their wealth and reach financial independence.
Our mission is to be the single resource for wealth development and financial strategies for successful executives, business owners and affluent individuals by using timeless professional service, delivered with integrity and depth of knowledge, while fully and completely serving their financial needs.
Our clients rely on us to integrate and organize aspects of their financial lives, helping eliminate the need to assemble multiple professionals on their own.
The name “Asset Strategies Group” reflects our position as a dedicated team that guides our clients to make informed decisions about their wealth over the course of many years. ASG is known for its retirement, executive, and employee benefits. Our designs, implementation strategies, and servicing…make the individual and their business feel seamless while staying separate and complete.
We have individuals licensed to sell Insurance Products in:
- California
- Texas
We have individuals licensed to sell Securities in:
- Arizona
- California
- Delaware
- Michigan
- Missouri
- Nevada
- Texas
We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.
Asset Strategies Group, domiciled in CA. CA Insurance License # 0D51756
Timothy A. Brockway, domiciled in CA. CA Insurance License # 0B95811
Stacey Ball, CA Insurance License #0G73054
Chris Kempster, CA Insurance License #O590376
Dan Weller, CA Insurance License #0B03524
CA Insurance License # of any additional producers with ASG that is licensed with that state