Buckingham Strategic Wealth
Fee-Only Financial Advisor With Offices in Scottsdale, AZ and Casper, WY
A meeting with Connie Brezik is just as likely to occur over lunch or dinner as is to take place in the office. She’s found this allows clients to relax and open up in a way they might not in a more formal meeting environment. It’s all part of the way she helps clients better understand various planning strategies that can help them build savings, fund retirement and meet their most important financial goals.
As a wealth advisor, Connie works with clients to form a comprehensive financial plan tailored to their individual circumstances, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning. She welcomes the chance to help clients work through difficult situations, finding solutions that they may not have thought of and guidance about what to do if their plans don’t work out as anticipated.
Connie has found that helping clients manage their finances is often tied to their business and family lives. Serving those comprehensive needs is all part of delivering on the promise of true wealth management. The personal relationships that Connie develops are for the long term, and they often involve meeting and working with a client’s children and grandchildren.
Connie, who takes great pride in educating investors in a clear and understandable way, writes a monthly column on investment and wealth planning for the Casper Star Tribune. Her financial advice has also appeared in a number of other national and industry media outlets, including USA Today, Worth, Mutual Funds Magazine, Financial Planning and the Journal of Accountancy.
Additionally, Connie specializes in practical estate planning, helping clients appropriately title assets, arrange for the disposition of personal assets and accounts, and implement effective wealth transfer strategies.
Connie served as president of Asset Strategies Inc. from 2002 until the firm joined Buckingham Strategic Wealth in 2015. In that role, she oversaw operation of the Registered Investment Advisor’s offices in Casper, Wyoming, and Scottsdale, Arizona, including advisor services, financial and risk management, the development of asset allocation models, research, compliance and human resources.
Connie earned her bachelor’s degree in accounting from the University of Wyoming in 1979. A CPA, she also holds the CERTIFIED FINANCIAL PLANNERTM and Personal Financial Specialist (PFS) professional designations.
Outside of work, she has served on the board of the Wyoming Community Foundation and chaired the nonprofit’s investment committee, and served on many industry boards and committees as well as local non-profilt groups. Connie is also active with the Casper Rotary Club and enjoys traveling, hiking, biking and yoga. Connie, who hails from Rapid City, South Dakota, relocated to Wyoming in 1975. She currently splits her time between Casper and Scottsdale.
Connie Brezik is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Our simple promise can change your life.
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management.
The essence of our approach is based on a pledge to act in your best interests.
This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.
The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media’s “flavor of the month” speculation.
Investment planning is, of course, just one part of the Buckingham experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk?
As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate planning
- Risk Management
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Multiple Generation Families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Connie Brezik is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Connie Brezik is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Connie Brezik is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Connie Brezik
111 W. 2nd Street
Casper, WY 82601
8570 E. Shea Boulevard
Scottsdale, AZ 85260