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Buckingham Strategic Wealth acquires Bergman Investment Management
$229.5M Bergman Investment Management solves succession with deal to join Focus Financial partner firm Buckingham Strategic Wealth. ....
Adam Birenbaum
,
Rudy Adolph
,
Doug Bergman
,
Focus Financial Partners
,
Bergman Investment Management
,
San Mateo
,
Buckingham Strategic Wealth
,
Loring Ward
,
Buckingham Strategic Partners
,
Chairman Rudy Adolph
,
Bay Area
,