Introducing Pugh Wealth Management, LLC

by Pugh CPAs

After years of clients asking us if we can help manage their assets, we are proud to say that  we can answer YES! to that question.  We technically launched Pugh Wealth Management, LLC (PWM) in 2020, but Covid-19 derailed our plans of making a big announcement.  This new company is designed to assist individuals and families with financial planning and investment services, especially those who are clients of Pugh CPAs.

Allow me to introduce myself since our paths may not have crossed.  If you read the article announcing Barrett Simonis as the new President of Pugh CPAs, you’ve learned a little bit about me and my tenure at the firm.   My technical expertise includes federal and state income taxation, estate, trust and gift taxation. I enjoy working with individuals and families on their estate, trust and gifting strategies to minimize their tax burden.   I also enjoy helping individuals, business owners and families create a unique plan to invest and manage their assets to meet their future goals.  While I still proudly assist clients at Pugh CPAs, I am also an IAR (Investment Adviser Representative), Chief Compliance Officer and President of PWM. 

PWM is partnering with Buckingham Strategic Partners, LLC, a Registered Investment Advisory firm with more than 25 years of experience.  Buckingham was formed by a group of CPAs and they utilize an evidence-based approach to investing driven by rigorous, peer-reviewed research.  Buckingham partners with many other independently owned firms across the country to provide wealth management options which help clients achieve their financial goals.   As of March 31, 2022 , Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $62 Billion in assets.

One of our many advantages is that our Pugh CPAs team will work closely with PWM to create a strategy to help you and your family meet your specific objectives. You can also visit the website for more information: www.pughwealth.com.

We are excited about this new endeavor and how we can help you plan your best future—for yourself, your family, and your business. If you would like to learn more about how we plan to leverage the relationship between the two firms, please feel free to contact me:  Susan R. Foard at sfoard@pughwealth.com or 865-251-0920.