Serving Sonoma County

Santa Rosa

Because an individual’s financial life is never one dimensional, neither is their experience as a client of Buckingham Strategic Wealth’s Santa Rosa team. Be it investments, tax strategies or planning for how their wealth will one day fund their retirement, estate and personal legacy – our diverse team of investment, tax and financial planning specialists ensures clients have a plan as multi-dimensional as they are.

Since 1995, the team has been serving individuals, families, businesses and institutions in the North Bay area and beyond. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals.

Our Services
  • Holistic Wealth Management
  • Portfolio Design
  • Estate Planning and Wealth Transfer
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Multigenerational Planning
  • Education Savings Planning
  • Tax-Loss Harvesting
  • Insurance Policy Reviews
  • Cash Flow Plans
  • Coordination with Other Consultants (CPA, Attorney)
  • Business Planning Strategies
Talk to a Santa Rosa Advisor
Irv Rothenberg, CPA/PFS
Client
Development
Irv Rothenberg, CPA/PFS
Brent Thomas, CFP<sup>®</sup>
Wealth
Advisor
Brent Thomas, CFP®
Thelia Wade, CPA/PFS
Wealth
Advisor
Thelia Wade, CPA/PFS
Justin Sloan, CFA, CFP<sup>®</sup>
Wealth
Advisor
Justin Sloan, CFA, CFP®
Mike Indart
Associate
Wealth
Advisor
Mike Indart
Pam Heuer
Client
Relationship
Specialist
Pam Heuer
Previous Slide Next Slide

Your Santa Rosa Team

The Buckingham team, anchored by your advisors in Santa Rosa but enhanced by Buckingham’s deep bench of multidisciplinary specialists, adheres to the fiduciary standard. That means we do what’s in the best interest of our clients all of the time. We’re proudly transparent, fee-only and have a culture that refuses to sell products or be driven by commissions. All so that you know you’re getting the right advice for your financial life every time.

Our team, which includes wealth advisors Thelia Eagan, Brent Thomas and Justin Sloan, hold wide-ranging industry accreditations, including Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and Personal Financial Specialist. The team is rounded out with dedicated client service, portfolio advisors and fixed income advisors all committed to the same shared goals of doing what’s right for the client. Every solution we design is honed from decades of working with individuals, families, businesses and institutions in Northern California but is customized for our clients’ individual circumstances and goals.

Santa Rosa

3550 Round Barn Blvd. #212
Santa Rosa, CA 95403
707.542.3600
info@bamadvisor.com
Get directions on Google Maps
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.