Buckingham Strategic Wealth
Buckingham Strategic Wealth
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Connie Brezik, CFP®, CPA/PFS
Forever standing on the side of our clients. Offices in Casper, WY and Scottsdale, AZ
Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
Serving clients locally and across the country
Casper, WY: 307-266-4525
Scottsdale, AZ: 480-607-7445
As a fiduciary and fee-only wealth advisor, Connie Brezik wants to understand clients’ goals and wishes to best serve them. Connie uses a team approach to proactively provide comprehensive financial planning tailored to clients’ individual circumstances, one that includes portfolio management, tax strategies, practical 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 as life changes occur. Connie serves clients in both our Casper, Wyoming and Scottsdale, Arizona offices.
Our objective is to help clients manage their finances to remove the worry and provide peace of mind. 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.
Connie has worked many years as a CPA and in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER® and Personal Financial Specialist (PFS) and a NAPFA-registered financial advisor.
Connie is originally from Rapid City, South Dakota. Outside of work, she is active with charitable and civic organizations, enjoys traveling, and spending time outdoors.
Connie Brezik is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Experience is everything.
Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.
First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.
We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.
We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.
In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.
- 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 a 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 professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Connie Brezik is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Connie Brezik Writes a Monthly Column for the Casper Star Tribune
Connie Brezik is a Member of the Wyoming Society of Certified Public Accountants
Connie Brezik is a Member of the Rotary Club of Casper
Connie Brezik is Quoted in the Journal of Accountancy: "A Tech Tools Sampler for PFP - Planning tools aren’t pencils and calculators anymore."
Connie Brezik Served on the Board of the Wyoming Community Foundation
Connie Brezik Was a Speaker for the Wyoming Women's Foundation
Connie Brezik was Featured in Accounting Today as an Advisory Board Member for Women's Health Week
Connie Brezik is Quoted on Connecticut Society of CPAs: "As Deadline Looms, CPA Financial Planners Offer Their Favorite Last-Minute Tax Tips"
Connie Brezik is Featured in the SunSentinel: "GROWING NUMBERS OF WOMEN NOW ON THEIR OWN MISHANDLE MONEY"
Connie Brezik is Quoted on CNN Money: "Paying for College"
Connie Brezik is Featured on Reverse Mortgage Daily: "CNN Money: Kids Not Responsible for Parents’ Reverse Mortgage"
Connie Brezik is Quoted on ABC News: "Consulting work may be subject to self-employment tax"
Connie Brezik was Awarded the AICPA Distinguished Service Award in 2005
Contact Connie Brezik
111 W. 2nd Street
Casper, WY 82601
8570 E. Shea Boulevard
Scottsdale, AZ 85260