At Home in Texas for More Than 15 Years
Buckingham Strategic Wealth’s Houston team offers a highly personal, consultative fee-only wealth management process that defines our clients’ financial goals and designs a comprehensive financial plan to help accomplish them. Clients work side by side with a dedicated team in Houston. Together, we will build a customized plan that addresses all aspects of your financial life – portfolio management, retirement planning, business planning, risk management, education funding, income tax planning, estate planning and gifting. We pull this information together, organize it, explain it and then make an objective recommendation. With that, clients can confidently make well-informed decisions.
The Houston office joined Buckingham in 2015 through its acquisition of Posey Capital Management. For more than 15 years, our office has served as a trusted advisor to our clients, helping them find the peace of mind that comes from understanding their investments and making smart financial decisions. Today, we continue to focus on serving successful individuals and families in Houston to safeguard their financial futures.
- 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
- Educational Resources and Events