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Your Financial Legacy

Do you want your dollars to work harder for you than you had to for them? Are you willing to take a disciplined approach to your finances? Do you wonder if financial independence is possible for you? Like Dave Ramsey, we believe that through knowledge and discipline, it is possible for all of us. Wealth planning is the art of structuring your valuable possessions, money, and investments that aims to build and preserve them in order to transfer them to the next generation. It is a personal and collaborative experience rooted in a deep understanding of what is most important to you and your family.

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Asset Strategies

At Asset Strategies, we believe in helping clients live financially free while building a legacy for generations to come. Our financial advisors have been proudly serving the needs of families in Omaha, Lincoln, Nebraska, and the surrounding areas.

Call (402) 933–4642
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Omaha Office
Hours: Mon – Fri 8:30am – 5:00pm
14450 Meadows Blvd, Suite 1 Omaha, NE 68138
(402) 933–4642
 
Lincoln Office
Hours: Mon  12:00pm – 5:00pm 
Tues – Fri 8:30am – 5:00pm
5630 S 84th St, Suite 104 Lincoln, NE 68516
Copyright © 2025 Asset Strategies. All rights reserved.

Securities and Advisory Services offered through Western International Securities, Inc., Members FINRA and SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. Asset Strategies and Western International Securities Inc. are separate and unaffiliated entities.

Schedule Your Free, No-Obligation Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

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Important Update: Your Account Access Has Transitioned

If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.

(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)

If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.

We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.

As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.

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