Buckingham Strategic Wealth

3 Point Legacy Advisors, based in Cincinnati, OH, is a team within UBS Financial Services that specializes in wealth management for business owners and entrepreneurs. With over $2 billion in assets under management and a 14-person seasoned team, they offer a comprehensive range of services tailored to the unique needs of privately owned businesses. Their services include pre and post-sale planning, investment banking, risk management solutions, family advisory and governance, wealth transfer and estate planning, as well as personal and commercial banking solutions. By leveraging the resources of UBS, one of the largest wealth management firms globally, 3 Point Legacy Advisors provide personalized strategies to help clients achieve their financial and life goals. Generated from the website content

George Kaufman - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Cincinnati, OH. With a focus on financial planning and portfolio management, they provide knowledgeable perspective, good judgement, and broad experience to help clients meet their challenges and seize opportunities. Led by George Kaufman, a Senior Vice President Wealth Management Financial Advisor, the team is committed to helping clients organize their finances around their short-term needs, longer-term goals, and generational vision. With a background in economics and philosophy, George Kaufman brings a unique perspective to his role. As a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Plans Specialist, he is well-equipped to provide comprehensive financial advice. George is also actively involved in community service, including the Cincinnati Rotary. As a native of greater Cincinnati, he is married and enjoys tennis and gardening.Generated from the website

Nicholas Ruch, a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Cincinnati, OH, is dedicated to building lasting relationships with clients by providing customized financial strategies tailored to their unique needs. With a commitment to quality client service, Ruch and his team focus on understanding clients' priorities and helping them achieve their long-term financial goals. UBS Financial Services Inc. leverages over 160 years of experience in wealth management, offering clients access to a global platform of financial and intellectual resources. The firm emphasizes a comprehensive approach to financial planning, incorporating strategies that address liquidity, longevity, and legacy to assist clients in navigating their wealth management needs. Generated from the website