Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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Long Island

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.

Our Services

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

Connect With Us

Jeffrey Levine CPA/PFS, CFP<sup>®</sup>, AIF<sup>®</sup>, CWS<sup>®</sup>

Chief
Planning
Officer

Jeffrey Levine CPA/PFS, CFP^®, AIF^®, CWS^®

Patrick Kuster, AIF<sup>®</sup>

Wealth
Advisor

Patrick Kuster, AIF^®

Shannon Pauley

Client
Relationship
Specialist

Shannon Pauley

Ryan Ely

Portfolio
Manager

Ryan Ely

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Your Long Island Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions, no conflicts of interest — just solid, long-term financial advice. We build comprehensive plans based on evidence. We believe you should expect objective, efficient and unbiased solutions and we seek to exceed those expectations. Our team commits to the highest level of client service, and we collaborate with Buckingham’s national network of financial planning and investment specialists to solve for clients’ most complex financial needs.

Long Island

600 Old Country Road
Suite 305
Garden City, NY 11530

info@buckinghamgroup.com

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Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.