Want to know what it’s really like to partner with Buckingham? In this webinar, Managing Director of Advisor Relations Steve Atkinson and Buckingham Strategic Partners President Alex Potts provide insight into who we are, the clients we serve and the expansive resources we provide. Also, guest wealth advisors John Garvey, Jr. and Deanne Rosso discuss how Buckingham’s investment and wealth solutions; administration and technology resources; practice management concepts; and high-net-worth solutions have freed up time in their day to focus on clients.
Uncover what it’s really like to partner with Buckingham! In this webinar, Managing Director of Advisor Relations, Steve Atkinson, and Buckingham Strategic Partners President Alex Potts provide a sneak peek into who we are, the clients we serve and the expansive resources we provide. Guest client advisors John Garvey, Jr. and Deanne Rosso shared their real-life perspectives of how Buckingham’s investment and wealth solutions, administration and technology resources, practice management concepts and high net worth solutions have freed up time in their day to focus on clients.
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
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