At Home in Chicagoland for More Than 18 years
Buckingham Strategic Wealth’s team on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaning, simplicity and innovative solutions to life’s financial questions. We start by creating a one-page “mind map” that captures clients’ most important goals, values, assets, income streams and other critical information. Once we understand who you are, we can create a tax-efficient portfolio strategy to help you meet your goals. We run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Our job is to help our clients know how much to save, how much they can spend and how much they can give to others.
Our motivated team has been serving high net worth families In Chicagoland and nationwide since 2000, previously as Stevens Wealth Management before joining Buckingham in 2018. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from any of our recommendations. Our mission is to do what is right for all of our clients, standing by them as they achieve the confidence that comes with having a financial plan that aligns with their values.
Asset Management: Tax-Efficient Portfolio Models and Customized Fixed Income Design
Detailed Cash Flow Planning: Tax Considerations, Income Streams, Deferred Compensation, Projected Asset Growth and Draw-Down Strategies
Compensation Planning for Executives and Professionals: Stock Options and Restricted Stock
Retirement Visioning: Savings, Spending and Giving Goals
Wealth Transition Strategies for Inheritances, Divorce and Sale of a Business
Elder Care Decisions: Social Security and Asset Draw-Down Strategies, Evaluating Retirement Communities, Estate Planning and Generational Transfers