Jay
Wirig
Buckingham Strategic Wealth, LLC
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About this Advisor
Jay Wirig is a financial advisor based in Walnut Creek, California, working with Buckingham Strategic Wealth, LLC. Jay has previously held positions at Thomas, Wirig, Doll & Company, Cpas, A Prof Corp, Pensionone Advisors, Inc, Capital Performance Advisors Llp, Twd Payroll, Inc, Buckingham Strategic Wealth, LLC, and Jnjp Certified Public Accountants, Inc. Jay is registered to provide services in Arizona and California. Currently, Jay is part of Buckingham Strategic Wealth, LLC, which operates out of Walnut Creek, California. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jay Wirig Work History
Buckingham Strategic Wealth, LLC
Jnjp Certified Public Accountants, Inc
Twd Payroll, Inc
Capital Performance Advisors Llp
Pensionone Advisors, Inc
Thomas, Wirig, Doll & Company, Cpas, A Prof Corp
Disclosures
Please visit the SEC profile of Jay Wirig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckingham Strategic Wealth, LLC
Saint Louis, MO
Irvine, CA
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Satellite Beach, FL
Portland, OR
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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