January 19, 2024
Buckingham Strategic Wealth Expands Michigan Presence with Wasserman Wealth Management
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is pleased to announce that Wasserman Wealth Management (“Wasserman” or Wasserman Wealth Management, LLC ”) of Farmington Hills, MI will join Buckingham’s family of wealth advisors in a transaction expected to close in the first quarter of 2024, subject to customary closing conditions. Buckingham, with a home base in St. Louis, MO, has grown to over 50 offices nationwide. Since 2003, Wasserman has utilized Buckingham’s affiliated comprehensive wealth management platform, providing resources, back-office management, thought leadership and broad toolbox of personalized services, allowing them to help their clients achieve a greater sense of financial comfort and security.
Managing Member Brad Wasserman, CPA, Member Keith Rybak, CPA and the rest of the Wasserman team currently provide comprehensive investment and financial planning advice to clients across the country. “We pride ourselves on strong client relationships and we are especially honored that generations of families have entrusted us with their financial futures,” shared Brad Wasserman. “We are always looking for new ways to serve our clients, and making the move to join Buckingham was the logical, natural step in the evolution of our firm. Because of our long-tenured partnership with their affiliated platform, we knew Buckingham shared our beliefs, investment strategies and core values. We are excited and confident this move will help us support our clients’ financial growth and the development of our firm, now and for years to come.”
“We are excited about this partnership for so many reasons, and one of them is the ability to expand the time we spend with our clients,” explained Keith Rybak. “We will be able to access the thought leadership of the industry’s advanced financial planning authorities, as well as greater resources to share with our clients. Having Buckingham handle even more of our technology and compliance matters will allow us to focus our time building relationships.”
“Welcoming a new team into the Buckingham family is always exciting, but it’s even more special when long-time members of our Buckingham Strategic Partners community join the firm,” said Adam Birenbaum, Chairman and CEO of Buckingham Strategic Wealth and Buckingham Strategic Partners, LLC. “We share such a deep history with Brad, Keith and the rest of their team, it is a natural fit and we look forward to supporting them as they serve clients in the Detroit metropolitan area and across the country.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC is an SEC registered investment adviser providing an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. With a passion to progress, serve and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill their clients’ financial dreams using the organization’s proprietary Design | Build | Protect® methodology and an array of data-driven investment and planning strategies.
Headquartered in St. Louis, MO, Buckingham Strategic Wealth has over 50 offices in 27 states. As of September 30, 2023, the firm managed $24.33 billion in regulatory assets under management. For more information, visit buckinghamstrategicwealth.com.
About Wasserman Wealth Management, LLC
Since 2003, Wasserman Wealth Management, LLC has provided investment management and tax, retirement, college savings and charitable giving planning to high-net worth individuals and families, consultants, self-employed business owners and women who have experienced a life transition. Based in Farmington Hills, MI, Wasserman Wealth Management serves both the local community and clients across the country in 19 states (as of September 30, 2023). For more information, visit wassermanwealth.com.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized.