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Joe Colell

Joe Colell

Wealth Manager

Bachelors Business Administration Degree from the Sloan School of Business Administration at the University of Massachusetts, Amherst, MA

I have over 25 years of financial services experience, with over 20 years as a Registered Investment Advisor and Registered General Securities Principal.

Accredited Portfolio Management Advisor – Certified by the College of Financial Planning


Joseph P. Colell, Jr. is Managing Principal and Founder of Strategic Assets, LLC, which is an independent private wealth management firm. We partner with our clients to design the optimal financial planning and investment management solutions. We are your fiduciary delivering prudent, insightful and objective advice. We partner with Attorneys, CPAs, and Actuaries so that all professional advice works together seamlessly to maximize benefits to our clients.


Beverly McGrath Colell
Client Services


(508) 562-0151 (Office)

(617) 694-1647 (Mobile)

(508) 452-6416 (Fax)

Download ADV Part 2B

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