Serving Southern California
Buckingham Strategic Wealth’s Irvine team empowers clients to make smart financial decisions through careful planning, ongoing education and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect and complexity of our clients’ financial lives. Our goal is to help them be free to live the life they imagined and realize their financial goals.
The Irvine office joined Buckingham in 2013, after 16 years of serving Southern California clients as Wealth Management Group. Our commitment to helping clients meet their goals and simplify their lives continues today as we tap into Buckingham’s talent and resources to provide specialized financial plans while maintaining highly personalized service to each client.
- Holistic Wealth Management
- Portfolio Design
- Estate Planning and Wealth Transfer
- Customized Fixed Income Portfolio Construction
- Social Security Optimization Strategies
- Education Savings Planning
- Multigenerational Planning
- Tax-Loss Harvesting
- Insurance Policy Reviews
- Cash Flow Plans
- Coordination with Other Consultants (CPA, Attorney)
- Business Planning Strategies