At Home in New Jersey for More Than 25 Years
At Buckingham Strategic Wealth, we understand that individual’s financial plans intersect with every other part of their lives: goals for their families, their career objectives, even their personal legacy. Those points of intersection are the foundation upon which we build a plan specifically for clients and the financial complexities they face. Our objective advice helps clients make informed decisions and keeps them on track to live the life they’ve imagined.
The Short Hills team joined Buckingham in 2015 through the firm’s acquisition of Classic Capital Inc., which had served individuals, families, business and institutions since it was founded in 1989. Today, our Short Hills team continues to provide the same highly personal experience that it became known for in and around New Jersey and New York. In addition, they are supported by the extensive subject matter specialists, investment research and educational tools Buckingham can provide.
- 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