Buckingham Strategic Wealth

Category: Financial planner

Address: 3545 Whitehall Park Dr Suite 180, Charlotte, NC 28273, USA

Phone: +17045413199

Opening hours

Sunday: Closed

Monday: 8AM–5PM

Tuesday: 8AM–5PM

Wednesday: 8AM–5PM

Thursday: 8AM–5PM

Friday: 8AM–5PM

Saturday: Closed

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Questions & Answers

Can you help with college savings plans?

Buckingham Strategic Wealth | Sep 22, 2022
Buckingham Strategic Wealth | Sep 22, 2022

Yes! After guiding generations of clients through the college search and funding process, we know how to manage college costs, increase aid eligibility, determine the appropriate savings plans, and bring clarity to a process that’s typically anything but transparent.

Do you offer tax planning services?

Buckingham Strategic Wealth | Jun 24, 2022
Buckingham Strategic Wealth | Jun 24, 2022

Yes, we do. Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Buckingham advisors and has far-reaching effects on your overall financial strategy.

Can you help with retirement planning?

Buckingham Strategic Wealth | Apr 25, 2022
Buckingham Strategic Wealth | Apr 25, 2022

Yes! At Buckingham, we feel it’s important to fully explore your retirement goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes.

Can you help with college savings plans?

James Valentine | Dec 26, 2021
Buckingham Strategic Wealth | Dec 26, 2021

Yes, we can. After guiding generations of clients through the college search and funding process, we know how to manage college costs, increase aid eligibility, determine the appropriate savings plans, and bring clarity to a process that’s typically anything but transparent.

Do you offer investment services?

Matt Watson | Oct 22, 2021
Buckingham Strategic Wealth | Oct 22, 2021

Thanks for asking. Yes, we offer investment services. We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs, and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals.

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