Helping Clients in Hampton Roads
Buckingham Strategic Wealth’s Norfolk team helps clients make smart financial decisions through in-depth conversations about their values and goals, careful planning and ongoing education. Together with all our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to provide clients with the peace of mind that comes with having a comprehensive plan in place that will help them achieve their financial goals.
The Norfolk team joined Buckingham in 2018, having previously served clients since 2000 as WealthQuest Financial Services. Today, we tap into Buckingham’s extensive resources, investment research and technology to design specialized financial plans while maintaining personalized service for each and every client we serve. We work with individuals, families, and business owners to create plans designed to enhance, protect and transfer their wealth in alignment with their values.
- Holistic Wealth Management
- Investment Management
- Retirement Planning
- Tax-Efficient Strategies
- Customized Fixed Income Portfolio Construction
- Social Security Optimization Strategies
- Estate Planning and Wealth Transfer
- Education Savings Plans
- Multigenerational Coordination
- Insurance Policy Evaluation
- Charitable Giving
- Coordination With Other Consultants (CPA, Attorney, Insurance Agent)
- Business and Succession Planning