Norfolk

Helping Clients in Hampton Roads

Norfolk

150 W Main St
Suite 1860
Norfolk, VA 23510

Elizabeth River scene with towering buildings and Town Point Park in the shadow

Buckingham Strategic Wealth’s Norfolk team helps clients make smart financial decisions through in-depth conversations about their values and goals, careful planning and ongoing education. Together with all our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to provide clients with the peace of mind that comes with having a comprehensive plan in place that will help them achieve their financial goals. The Norfolk team joined Buckingham in 2018, having previously served clients since 2000 as WealthQuest Financial Services. Today, we tap into Buckingham’s extensive resources, investment research and technology to design specialized financial plans while maintaining personalized service for each and every client we serve. We work with individuals, families, and business owners to create plans designed to enhance, protect and transfer their wealth in alignment with their values.
Elizabeth River scene with towering buildings and Town Point Park in the shadow

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

    Read the article
  • April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

    In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

    Read the article
  • March 25, 2024

    Protecting Your Portfolio in a Presidential Election Year

    While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.

    Read the article