Private Wealth Management
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Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Every client who selects Buckley Investment Group is in a unique place in his or her investing life and is facing different opportunities and challenges. Our investment choices have the flexibility to provide meaningful investment resources suited to address all of our individual and family client’s needs – both today and in the future.
We firmly believe in being well versed in our clients’ investment goals and objectives. These discussions lead us to the creations of their investment strategy. Quarterly, we compile a comprehensive report on the performance of their assets.
We regularly assess and review the performance of our portfolio managers to help our clients optimize their personal goals.
We at Buckley Investment Group are compensated solely on a fee-based structure based on the assets under management, which are clearly labeled on all account statements. We do not receive commissions, kickbacks, or compensation from any other sources.