Buckingham Strategic Wealth’s Long Island team understands that as wealth grows so does the level and complexity of planning. We help clients navigate personalized wealth planning to accomplish their most important financial life goals. Our team builds long-term personal relationships by understanding our clients and their families’ goals and financial lives to help them make sound decisions and protect and grow their wealth.
The Long Island office joined Buckingham in 2020 through its acquisition of BluePrint Wealth Alliance. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning. We work with individuals, trusts, estates and retirement plans to build holistic, evidence-based blueprints for their financial future.
- Wealth Management
- Financial Planning
- Tax-Efficient Strategies
- Estate Planning Consultation
- Insurance Analysis
- Retirement Plan Services
- Business and Succession Planning
- Coordination with Other Consultants (CPA, Attorney)
- Wealth Transfer
- Charitable Giving
- Education Planning
- Multi-generational Legacy Planning
- Fixed Income Portfolio Creation