Proudly Serving South Carolina
Charleston, SC
Buckingham Strategic Wealth’s Charleston team helps clients explore their values and visualize their life goals so they can make informed decisions when it comes to their financial plans. Together with our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to help those we serve define what financial peace of mind and financial freedom means to them, and then provide support along the journey to achieving those things.
Our Services
- Wealth Management
- Portfolio Design and Management
- Retirement Planning
- Business and Succession Planning
- Insurance Planning
- Tax-Efficient Strategies
- Estate Planning
- Fixed Income Portfolio Creation
- Education Planning
- Investment Analysis