At Home in Texas for More Than 30 Years
The Buckingham Strategic Wealth team in Dallas provides comprehensive wealth management and planning services to help families identify financial goals and leave a legacy for the next generation. As retirement lifestyle planners and behavioral finance coaches, we help clients understand their feelings and values about money so we can build a customized financial plan tailored to the life they want to live. We carefully integrate with other advisors, helping build a strong foundation so clients’ can pursue their goals.
Our team has been serving the Dallas area since 1986, first as James Whiddon & Associates, later JWA Financial, and now as Buckingham. Today, we continue to provide individuals, families, business owners and charitable organizations with highly personalized service. We also offer specialized services for airline pilots, engineers, corporate executives and entrepreneurs to address the particular complexities of their financial lives.
- Holistic Wealth Management
- Portfolio Design
- Estate Planning and Wealth Transfer
- Customized Fixed Income Portfolio Construction
- Social Security Optimization Strategies
- Education Savings Plans
- Multigenerational Coordination
- Tax-Efficient Strategies
- Insurance Policy Evaluation
- Charitable Gifting Planning
- Coordination with Other Consultants (CPA, Attorney)
- Business and Succession Planning