Proudly Serving New York
Buckingham Strategic Wealth’s Buffalo team serves as your personal financial coach, providing education, commitment, and a partnership that spans multiple generations. We begin every new relationship by creating a holistic and detailed analysis of your personal goals and financial landscape, uncovering and charting your goals, and together planning for a clear vision of the future. We have the financial experience and background to help you make solid decisions.
Our team has been serving successful individuals, families, and businesses in Buffalo and Rochester for more than two decades, before joining Buckingham in 2019. Our model is unique and simple. We base our recommendations on facts, not the latest fads on Wall Street. We look forward to providing you with the peace of mind and restful nights that comes from partnering with a truly trusted advisor.
- Wealth Management
- Investment Management
- Retirement Planning
- Employer Retirement Plan Services
- Tax-Efficient Strategies
- Estate Planning
- Multigenerational Coordination
- Risk Management
- Charitable Gifting