Asset Architects

Specialties

To assist clients in making wise decisions on the complex financial situations we offer the following services:

Income Tax Preparation,

IRS Representation,

Financial Planning, and

Investment Services.

History

Established in 2003.

Founded in 2003, our mission is to assist clients in making wise decisions on the complex financial options available to them in today’s economic environment with objectivity and integrity.

Good financial advice can only be given after all aspects of the clients financial picture are taken into consideration. With this in mind and recognizing the evolving dynamics in the financial markets, we utilize a comprehensive, proactive approach to personal wealth management to assist you in achieving the long-​term goals and objectives you desire.

As an independent firm, our approach to wealth management is very different from many larger firms. We are not owned or controlled by a bank, brokerage firm, or insurance company, therefore have the freedom to recommend the best financial solutions from an array of sources.

Meet the Business Owner

Tony F.

Business Owner

Tony Frezza is a Certified Financial Planner Practitioner and Enrolled Agent with the Internal Revenue Service. Tony’s professional focus is on taxation, financial planning, small business concerns and improvement of universal management practices. As a 16 year veteran, Mr Frezza has extensive experience developing innovative and efficient platforms to achieve the desired goals of his clientele and their businesses.

Mr Frezza utilizes a balance, integratedapproach focusing on a client’s total financial picture, rather than just their next tax return.

Professional experiences include a variety of executive management positions as well as involvement on several organizations and boards as chairman and/​or member. Tony is the owner of Asset Architects Inc., In addition to his financial expertise, Mr Frezza has earned the enrolled Agent (EA) designation with the Internal Revenue Service, and a Doctor of Pharmacy degree from the University of Florida College of Pharmacy