The Team

Rasmussen & Davis Wealth Advisory Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

William A Rasmussen

William A Rasmussen

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

Boston College 1982 B.A. Economics/Theology

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Alexander Fredericks

Alexander Fredericks

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

University of Connecticut Bachelor of Arts in Economics

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Our Staff

Terry Novella

Office Manager

Maryann Smith

Administrative Assistant