At Home in New Jersey for More Than 25 Years

Short Hills

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.

Our Services
  • 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
Talk to a Short Hills Advisor

Your Short Hills Team

The Short Hills advisory team, which is enhanced by Buckingham’s deep bench of multidisciplinary specialists, adheres to the fiduciary standard. That means we do what’s in the best interest of our clients all of the time. We’re proudly transparent, fee-only and have a culture that refuses to sell products or be driven by commissions. All so that you know you’re getting the right advice for your financial life every time.

Our team in Short Hills, which includes wealth advisor Nicole Gould, associate wealth advisor Bobby Hope and operations specialist Maury Viola, work side by side with their clients and their families, creating relationships built on trust and understanding meant to last from one generation to the next.

Short Hills

830 Morris Turnpike, Suite 207
Short Hills, NJ 07078
+1 (973) 376-8744
info@bamadvisor.com
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