July 01, 2018
Jay Wirig and J.P. Wirig Join Buckingham Strategic Wealth
Buckingham Strategic Wealth, the St. Louis-based wealth management firm with a nationwide footprint, has expanded its presence and depth of talent in California through the addition of Jay Wirig, CPA, and J.P. Wirig, CPA.
Joining the Wirigs at Buckingham, as of July 1, 2018, is Kevin Yee. The advisory team will form Buckingham’s new Walnut Creek, California, office. The Wirigs also will lead a separate accounting practice, JNJP Certified Public Accountants Inc. Joining them at JNJP is Lisa Nakagawa, Anney Yoon, Valerie Stone, Janet Mata, Karina Floresca and Holly Barney.
Together, Jay Wirig and J.P. Wirig boast more than 55 years of experience in the accounting and financial services fields. Like Buckingham, they provide evidence-based investment management and comprehensive financial planning services to individuals and families. The Wirigs have been associated with Buckingham for more than 18 years through their long connection with The BAM ALLIANCE, a nationwide community of independent advisory firms that engage BAM Advisor Services, Buckingham’s sister company.
“We continually consider the experience our clients receive, industry best practices and the future as we strive to provide them the best possible investment options and wealth management solutions,” Jay Wirig said. “Over the years, we have seen Buckingham grow into a firm with nationwide reach, scale and resources that we want to put to work for the clients we serve.”
Buckingham CEO Adam Birenbaum echoes Wirig’s sentiment. “We share a common belief in doing the right thing and acting in our clients’ best interests at all times, and we have the same core values and academically based investment philosophy,” he said. “Aligning our efforts will allow us to better serve our current and future clients, helping them reach their most important financial and life goals through holistic planning that focuses on highly engaged and profoundly personal relationships.”
The addition of Jay Wirig and J.P. Wirig brings to Buckingham more than $290 million in assets under management (as of June 15, 2018). Following Buckingham’s July 1, 2018, transactions, the firm is now approaching $15 billion in assets under management or administration.
As of June 15, 2018, Buckingham managed or administered $14.1 billion in assets. Buckingham is a partner firm within Focus Financial Partners and home to BAM Advisor Services and The BAM ALLIANCE, a community of more than 130 independent, like-minded advisory firms throughout the country that collectively manage or administer $34.1 billion (as of June 15, 2018).
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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
© 2018, Buckingham Strategic Wealth®