Proudly Serving Morgan Hill
We believe choosing the right advisor may be one of the most important financial decisions you make. At Buckingham Strategic Wealth, we take the time to really get to know you so that we can create a holistic wealth plan that reflects what is most important to you. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges through education and insights from our experienced advisors.
Whether your goals include building wealth, enjoying a comfortable retirement, paying for your children’s college education, setting up your family legacy or maximizing the return on your business investment – your holistic, evidence-based wealth plan should be clearly defined and built on a solid foundation with your best interests first.
We are dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement and financial planning goals.
- Retirement Planning
- Portfolio Design and Management
- Tax-Efficient Strategies
- Estate Plan Review
- Cash Flow Planning
- Customized Fixed Income Portfolio Construction
- Social Security Optimization
- Multigenerational Planning
- Higher Education Savings
- Coordination with Other Professionals (CPA, Attorney)
- Insurance Review
- Charitable Gift Planning and Family Legacy Planning