At Home in Santa Rosa for More Than 20 Years
Because an individual’s financial life is never one dimensional, neither is their experience as a client of Buckingham Strategic Wealth’s Santa Rosa team. Be it investments, tax strategies or planning for how their wealth will one day fund their retirement, estate and personal legacy – our diverse team of investment, tax and financial planning specialists ensures clients have a plan as multi-dimensional as they are.
Since 1995, the Buckingham Santa Rosa office has been serving individuals, families, businesses and institutions in the North Bay area and beyond. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals.
- Holistic Wealth Management
- Portfolio Design
- 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