Wasserman Wealth Management Email Format

Investment ManagementMichigan, United States2-10 Employees

Wasserman Wealth Management, LLC operates in the investment management sector and functions as part of Buckingham Strategic Wealth, with a formal integration completed on March 1, 2024. Based in Farmington Hills, Michigan, the firm leverages Buckingham’s comprehensive wealth management platform to provide resources, back-office support, and a broad set of personalized services aimed at helping clients achieve financial security and clarity in their planning. The principals bring CPA backgrounds to the practice, enabling specialized assistance in tax and financial matters while collaborating with clients’ existing advisors on estate, charitable, tax, and insurance planning.

The firm traces its origins to 2003, built on client referrals and a philosophy designed to serve clients’ interests through rational, well-supported guidance. Its positioning within the broader investment management industry reflects a focus on integrated wealth management solutions and close coordination with affiliated platforms to implement clients’ goals. Buckingham Strategic Wealth, which operates from its base in St. Louis, MO, supports a nationwide footprint with collaboration across numerous offices and practices.

Sign up for free to view info

Company overview Employee directory