Buckingham Strategic Wealth’s Pittsburgh team understands that as wealth grows so does the level and complexity of planning. Step by step, we help navigate clients toward financial clarity by defining goals and needs, reviewing assets, providing recommendations, implementing and managing portfolios, and tracking progress as they pursue well-defined goals. We do all of this with this aim: to protect and grow our clients’ wealth.
The Pittsburgh office joined Buckingham in 2019 through its acquisition of Alpern Wealth Management. Since 2001, we have been working with individuals, families and businesses to build blueprints for their financial future that are comprehensive as well as flexible to accommodate their changing needs. Today, we tap into Buckingham’s vast resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for all our clients.
- Wealth Management
- Financial Planning
- Tax-Efficient Strategies
- Estate Planning
- Insurance Analysis
- Retirement Plan Services
- Business and Succession Planning
- Coordination With Other Consultants (CPA, Attorney)
- Wealth Transfer
- Charitable Giving
- Education Planning
- Multigenerational Legacy Planning
- Fixed Income Portfolio Creation