Charleston, SC

Proudly Serving South Carolina

Charleston, SC

1240 Winnowing Way
Suite 102
Mount Pleasant, SC 29466

Scenic drive view featuring historic buildings in 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.
Scenic drive view featuring historic buildings in Charleston, SC

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Enjoy some of our latest resources

  • April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

    In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

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  • March 25, 2024

    Protecting Your Portfolio in a Presidential Election Year

    While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.

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