New Jersey-based RIA Company's
Association With National Firm Will Increase Services & Product
Offerings Through A True Team Approach
GLEN
ROCK, N.J., Feb.
4, 2023 /PRNewswire-PRWeb/ -- Third Tier
Wealth Management, offering financial planning & investment
management, today announced that they have entered into an
agreement to work with Buckingham Strategic Partners (BSP), a
national financial services firm with their main office in
St. Louis, in order to provide
additional enhanced resources and best-in-class services to their
valued client base.There has been increased demand in recent years
for financial planning in addition to investment management. In
that time, independent RIA firms have stepped up and into that
role. In fact, within the U.S. wealth management market, RIA firms
are the fastest-growing category according to McKinsey. Clients
want to know if they are on the right track for long term financial
security.
Firms like Third Tier Wealth Management believe that growing
assets is important, but not the whole story. The company has been
built around the principle of delivering more than what people have
come to expect - including providing guidance in all areas of their
financial lives and incorporating strategic partners in other areas
of financial expertise to provide an experience that is unique.
By partnering with Buckingham Strategic Partners, Third Tier
Wealth Management will increase their personalized service
offerings to clients. Importantly, the collaboration will offer
Third Tier customers the ability to benefit from BSP's long
relationship with Dimensional Fund Advisors, a money management
firm widely acknowledged for its practical and innovative
applications of academic financial research to investing."Our
unique association with a national investment firm like Buckingham
Strategic Partners enables us to offer our clients the collective
skill and services of much larger firms at a lower expense to our
clients," said Michael Demkiw,
President of Third Tier Wealth Management. "We take seriously our
legal and ethical fiduciary duty to always act in our client's best
interests. This responsibility includes regularly evaluating
potential partners to determine if they might offer services and
solutions that can enhance the financial advice and support we
provide."Demkiw is a former mortgage banker with 20 years of
experience as well as a ten-year insurance company owner. He
founded the Third Tier family of companies incorporating decades of
experience learned in his various roles within the financial
services industry and working with business owners and
families.
Customer-service is at the forefront of its philosophy and the
company has recently expanded its offerings to include financial
planning and investment management. Through a process known as
"Design, Build & Protect," the focus is on connecting people's
financial goals with their life goals."You can go to any company
and get an advisor that will review your portfolio. If that was all
there was to the work, I wouldn't do it. At the end of the day,
we're in the people business. People are more important than their
financial statements. Therefore, it was important to us to
formulate a partnership with a company that thought the same way."
BSP's investing philosophy is based on decades of investment data
and analysis as well input from various research advisors to the
Investment Policy. Most importantly, BSP supports and empowers
Third Tier's investment philosophy which is founded on the
efficient market hypothesis and a shared belief in the potential of
companies around the world, powered by innovation, to create wealth
for investors over the long term. For more information, please
visit https://thirdtierwealth.com, email, or call:
201-254-0202####
About Third Tier Wealth Management
Independent, financial advisory in Glen
Rock. We provide unbiased advice focused on impactful
investment management, financial planning & tax planning.
https://thirdtierwealth.com
About Buckingham Strategic Partners
Buckingham Strategic Partners ("BSP") offers a comprehensive wealth
management platform and an array of services to a nationwide
community of independent financial advisors. Leveraging
Buckingham's Design. Build, Protect.® methodology and supported by
evidence-driven investment and financial planning strategies,
Buckingham Strategic Partners helps independent financial advisors
better serve their clients and grow their businesses.Headquartered
in St. Louis, MO, Buckingham
Strategic Partners supports more than 1,200 partner advisors. BSP
along with Buckingham Strategic Wealth collectively manages or
administers more than $54 billion (as
of September 30, 2022). For more
information, visit https://buckinghamstrategicpartners.com/
Media Contact
Michael Demkiw, Third Tier Wealth
Management, 1 201-254-0202, info@thirdtierwealth.com
LinkedIn
SOURCE Third Tier Wealth Management