Seasoned Practitioners Helping Asset & Wealth Managers Grow and Improve Profitability

Master Strategy & Planning Associates, LLC

A collaborative, hands-on approach to address today’s challenges and drive tangible outcomes based on knowledge, experience, and sensibility - through a network consultancy.

Master Strategy & Planning is made up of senior planning, product, and marketing professionals who have chosen to work together to help asset & wealth managers and other financial services firms grow and improve profitability.

• Offering support for marketing programs, organizational design, product launches, and operational efficiency & effectiveness.

• Serving in a fractional executive role and/or as an extension of existing staff - with a holistic perspective on business functions, technology and culture - no junior associates or B Team.

• Providing a strategic outlook - but focused on practical programs and activities that can be executed in a one-to-two-year timeframe.

• Expressing a clear point of view and bringing professional judgment to bear on ideas and decisions.

• Willing to take-on smaller assignments and short-term projects.