At Home in Arizona for More Than 20 Years

Scottsdale

Buckingham Strategic Wealth’s Scottsdale team helps clients identify and achieve their most important financial life goals, so that together we can build a comprehensive financial plan to help meet those aspirations. Our relationships with our clients are deep, founded on trust and transparency and designed to last generations.

We have been serving families and business owners in Scottsdale and beyond for more than 20 years, previously as Asset Strategies Inc. before joining Buckingham in 2015. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifts Planning
  • Business and Succession Planning
Talk to a Scottsdale Advisor

Your Scottsdale Team

As fiduciaries, we have a commitment to doing what’s right for all of our clients. That means that you can expect solid, objective, long-term financial advice – without any selling or commissions.

Wealth Advisor Connie Brezik focuses on helping clients discover and enjoy the peace of mind of having a well-developed wealth management plan. For more than 35 years, she has been hard at work guiding people through financial milestones at every stage in life. We use our experience and the added in-depth knowledge from Buckingham’s deep bench of multidisciplinary specialists to better serve our clients and their families.

Scottsdale

8570 E. Shea Boulevard
Suite 140
Scottsdale, AZ 85260
+1 (480) 607-7445
info@bamadvisor.com
Directions
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.