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

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

Client Relations

The Wealth Advisory Team at Buckingham Group provides personalized financial planning and investment management services to individuals and families. This skilled team works closely with clients to understand their unique goals and develop tailored strategies to grow and protect their wealth. With a diverse range of expertise in areas such as retirement planning, estate planning, and investment strategies, the team aims to deliver exceptional client experiences and long-term financial success.

Wealth Advisory Team

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

Wealth Advisory

The Leadership Team at Buckingham Group, comprised of senior executives across various departments such as finance, investment, compliance, technology, and relationship management, is responsible for setting strategic direction, ensuring regulatory compliance, optimizing operational efficiency, and spearheading innovation. They make high-level decisions to drive the company's growth, maintain its reputation in the investment advisory sector, and deliver value to clients and stakeholders.

Leadership Team

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

The Operations Support Team at Buckingham Group plays a vital role in ensuring efficient day-to-day operations across the organization. This team oversees onboarding and integration processes, manages human resources functions, and ensures compliance with legal and regulatory standards. By streamlining workflows and enhancing interdepartmental communication, they help to create a supportive environment that allows other teams to focus on delivering exceptional wealth management services.

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Other teams

Wealth Advisory Team

Wealth Advisory

Leadership Team

Investment Management Team

Operations Support Team