Proudly Serving Pennsylvania

New Castle

Buckingham Strategic Wealth’s New Castle team builds strong relationships founded on trust and integrity, so clients can feel confident that we’re working to do what’s in their best interests. Understanding clients’ life goals and financial objectives helps us provide customized solutions to address the complexities of their financial lives.

Our team serves individuals, families and businesses in New Castle and the greater Pittsburgh area, previously as Arnett Carbis Toothman Wealth Advisors since 2012 before joining Buckingham in 2018. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future.

Our Services
  • Wealth Management
  • Portfolio Design and Management
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Construction
  • Social Security Optimization
  • Higher Education Savings
  • Cash Flow and Budget Planning
  • Wealth Transfer
  • Multigeneration Coordination
  • Insurance Policy Evaluation
  • Charitable Gifting
  • Coordination With Other Consultants (CPA, Attorney)
  • Business and Succession Planning
Talk to a New Castle Advisor
Corey Altman, CPA/PFS, CFP<sup>®</sup>, CGMA
Wealth
Advisor
Corey Altman, CPA/PFS, CFP®, CGMA
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Your New Castle Team

When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.

Wealth Advisor Corey Altman collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.

New Castle

2599 Wilmington Road
New Castle, PA 16105
724.200.7540
info@bamadvisor.com
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Download directions (PDF file)

We’re easy to find.

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.