At Home in Arizona for More Than 20 Years
Buckingham Strategic Wealth’s Scottsdale team helps clients identify and achieve their most important financial life goals, so that together we can build a comprehensive financial plan to help meet those aspirations. Our relationships with our clients are deep, founded on trust and transparency and designed to last generations.
We have been serving families and business owners in Scottsdale and beyond for more than 20 years, previously as Asset Strategies Inc. before joining Buckingham in 2015. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs.
- Wealth Management
- Portfolio Design
- Retirement Planning
- Tax-Efficient Strategies
- Fixed Income Portfolio Creation
- Social Security Optimization Strategies
- College Savings Plans
- Wealth Transfer
- Multigenerational Coordination
- Insurance Policy Evaluation
- Charitable Gifts Planning
- Business and Succession Planning