Proudly Serving the Southeast
Ridgeland
Buckingham Strategic Wealth’s Ridgeland team offers personalized investment management and wealth planning to help accomplish your most important financial life goals. We build long-term personal relationships by understanding our clients and their families’ goals and financial lives so we can help them make sound decisions and keep them on track. Making your dreams a reality takes more than investing, it takes partnering with a trusted wealth advisor who will bring you true wealth management.
The Ridgeland team joined Buckingham in 2019 and has been serving as trusted advisors to high-net-worth individuals and families and successful business owners across the southeast US. As fiduciaries and fee-only advisors, we help meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to add Buckingham’s resources, investment research and educational tools to our clients while maintaining the highly personalized service you come to expect.
Our Services
- Wealth Management
- Retirement Planning
- Business Exit Planning
- Portfolio Design and Management
- Tax-Efficient Strategies
- Custom Fixed Income Portfolios
- Social Security Strategies
- College Savings Plans
- Estate Planning
- Multigenerational Coordination
- Wealth Transfer
- Insurance Policy Review
- Charitable Gifts Planning
- Coordination with Other Professionals
