Florida Office (239) 262-6577

New York Office (585) 383-0180


CAS News


Filling the Gap: Obstacles Women May Face With Retirement Savings

By Judy Alexander-Wasley MBA, CFP® March is Women’s History Month–a time to commemorate and honor the contributions women have made to history and society. Women play an integral role in nearly every economic sector: healthcare, business, education, and consumer spending. Despite their growth in



Economic Updates

Stay up-to-date on economic conditions and outlook with our analysis and commentary.

Financial Education

Our advisors share their insights and experience on a wide range of financial topics.

Published Articles

Discover our collection of advisor-generated content; featured in local publications.

CAS Team Achievements

Learn more about the recent accomplishments and community involvement of our family team.

Events & Webinars

Check out our webinar series and recap of 2018 events.

On the Lighter Side

Enjoy some fun content about lifestyle and CAS happenings.

Receive weekly updates from your CAS family!