Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.

Finance

Buckingham Group

Buckingham Group's headquarters in Saint Louis, MO, United States

Adam Birenbaum

Jonathan Scheid

Rob Ziliak

John Spyers

Jeffrey Levine

Dan Anderson

Alex Potts

This department provides financial planning and investment advisory services to clients.

Wealth Management

This department provides personalized financial guidance and investment strategies to clients.

Wealth Advisory

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

The Investment Management Team at Buckingham Group is responsible for crafting and executing investment strategies that align with clients' financial goals. This skilled team, comprised of portfolio managers and fixed income advisors, focuses on managing diverse investment portfolios, optimizing asset allocation, and providing insightful market analysis to drive informed decision-making. Their expertise ensures that clients receive tailored investment solutions backed by rigorous research and strategic oversight.

Investment Management Team

This department provides expert consultation and guidance to clients in various areas.

Advisory Services

This department focuses on providing guidance and support for retirement planning and solutions.

Buckingham Group

Org chart

Teams

Wealth Management

Wealth Advisory

Client Relations

Investment Management Team

Advisory Services

Retirement Solutions

Offices

Buckingham Group

Org chart

Teams

Wealth Management

Wealth Advisory

Client Relations

Investment Management Team

Advisory Services

Retirement Solutions

Offices

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