Wasserman Wealth Management Information

Wasserman Wealth Management, LLC joined Buckingham Strategic Wealth on March 1st, 2024. 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. The firm was founded in 2003, after extensive research to select an investment philosophy that would be in the best interest of our clients. •As the firm’s principals are CPAs, we are able to utilize our strong financial and tax backgrounds to assist our clients in a unique and sophisticated manner. •We have grown through the referrals of our clients, who appreciate the rational and successful advice we provide, as well as the strong relationships we have developed. •As wealth managers and CPAs, we work closely with your current advisors in areas such as estate, charitable, tax and insurance planning. •We provide leadership and creativity to develop and ensure that your goals are properly implemented when these projects are completed.