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