Business Details
25 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Strategy Asset Managers is a wealth management firm dedicated to providing personalized financial planning and investment solutions. With a focus on long-term strategies, we serve individuals, families, and institutions, guiding them through complex financial landscapes to achieve their unique goals. Our approach combines institutional expertise with a commitment to understanding each client's distinct risk profile, values, and aspirations. We specialize in retirement planning, estate preservation, tax-efficient investing, and risk management, ensuring comprehensive solutions tailored to clients' evolving needs. Our team of seasoned professionals leverages decades of experience to craft customized portfolios that align with market dynamics and individual objectives. We emphasize transparency, fiduciary responsibility, and ongoing education to empower clients as informed participants in their financial journeys.Through advanced planning services like virtual family office support and business succession planning, we address multi-generational wealth transfer challenges. Our partnership with Charles Schwab as custodian ensures secure, regulated asset management while maintaining access to diverse investment opportunities. We prioritize client relationships over portfolios, fostering trust through personalized service and strategic advocacy. With offices in Pasadena, California, and Woodcliff Lake, New Jersey, we serve clients nationwide, combining local expertise with national resources to deliver exceptional value across wealth management disciplines.
Services
Investment Management
Retirement Planning
Estate Preservation
Risk Management
Business Succession
Tax Optimization
Wealth Transfer
Portfolio Design
Details
- Year established: 2001
Highlights and features
- We offer decades of experience in personalized wealth management solutions
- Our team combines institutional expertise with fiduciary responsibility
- We provide comprehensive planning across eight specialized service areas
- Our partnership with Charles Schwab ensures secure asset custodianship
- We maintain a client-centric approach prioritizing long-term relationships
Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial goals. We combine strategic asset allocation with tactical opportunities to optimize returns while managing volatility. Our process includes ongoing market analysis, manager due diligence, and tax-efficient implementation through top-rated custodians.
Retirement Planning
We develop comprehensive retirement strategies that ensure financial security throughout your golden years. Our approach addresses lifetime income planning, healthcare costs, estate protection, and tax-efficient withdrawal strategies to help you maintain your desired lifestyle without financial worry.
Estate Preservation
Our estate planning services protect your legacy through customized strategies that minimize tax liabilities and ensure smooth asset transfer. We coordinate wills, trusts, and advanced directives while integrating philanthropic goals and family legacy considerations into comprehensive wealth transfer plans.
Risk Management
We help protect your wealth through strategic risk management solutions. Our services include life, disability, and long-term care insurance planning to safeguard against unexpected events while ensuring business continuity and family financial security through tailored coverage solutions.
Business Succession
Our business succession planning ensures smooth ownership transitions through buy-sell agreements and continuity strategies. We help business owners preserve company value, maintain operational stability, and address tax implications when transferring ownership to partners, family members, or third parties.
People
Thomas W. Hulick
CEO, Managing Partner
With decades of experience in wealth management, Thomas W. Hulick leads Strategy Asset Managers as CEO and Managing Partner. He specializes in creating customized financial solutions for high-net-worth individuals and institutions, focusing on long-term strategic planning and client advocacy.
Joseph Traba
Chief Investment Officer
Joseph Traba oversees investment strategy and portfolio management at Strategy Asset Managers. With extensive experience in asset allocation and market analysis, he develops diversified investment approaches that balance risk management with growth potential for institutional and individual clients.
David J. Chong
Director of Financial Planning
David J. Chong specializes in comprehensive financial planning, helping clients navigate complex wealth management challenges. His expertise includes retirement strategies, tax optimization, and multi-generational wealth transfer planning for affluent families and business owners.
Nicole Uhlmann
Business Development Director
Nicole Uhlmann, Esq., serves as Business Development Director, combining legal expertise with financial planning insights. She focuses on connecting institutional clients with tailored wealth management solutions while ensuring compliance with regulatory requirements.
Alexander Hagstrom
Portfolio Manager
Alexander Hagstrom manages client portfolios with a focus on strategic asset allocation and performance optimization. His expertise in market dynamics and investment vehicles helps clients achieve their long-term financial objectives through disciplined portfolio management.
Questions
What services does Strategy Asset Managers offer?
We provide investment management, retirement planning, estate preservation, risk management, business succession planning, tax optimization, and comprehensive wealth transfer solutions tailored to individual client needs.
How does SAM approach wealth management?
Our approach combines institutional expertise with personalized service, focusing on long-term strategies that align with each client's unique financial goals, risk profile, and life aspirations.
What makes SAM different from other firms?
We distinguish ourselves through our client-centric philosophy, decades of combined experience, and comprehensive service offerings that address both financial and personal aspects of wealth management.
Do you work with out-of-state clients?
Yes, while we maintain offices in California and New Jersey, we serve clients nationwide through our virtual family office services and remote consultation capabilities.
How are client assets protected?
Client assets are held through Charles Schwab & Co., Inc., a regulated custodian with SIPC protection, ensuring secure management and access to diverse investment opportunities.
