Serving the Bay Area
For some of our clients, opportunity knocked early and their careers and family have taken off, while others’ sights are set on securing the next generation and succeeding their businesses. But for all our clients, a comprehensive financial plan is critical. They need a strategy that accounts for every aspect of their financial lives and every advisor in their worlds to help ensure the wealth they’ve earned creates the life they’ve imagined.
The Palo Alto office joined Buckingham Strategic Wealth in 2012, after 15 years of serving Northern California clients as Founders Financial Network. Buckingham Palo Alto clients work with a team devoted to helping maneuver every financial complexity and attend to every money-related detail so that our clients can simplify their lives and focus on what brings them joy.
- Holistic Wealth Management
- Portfolio Management
- Estate Planning and Wealth Transfer
- Customized Fixed Income Portfolio Construction
- Social Security Optimization Strategies
- Multigenerational Planning
- Education Savings Planning
- Tax-Loss Harvesting
- Insurance Policy Reviews
- Cash Flow Plans
- Coordination with Other Consultants (CPA, Attorney)
- Business Planning Strategies