Buckingham Strategic Wealth

Buckingham Strategic Wealth
3550 Round Barn Boulevard, #212
Santa Rosa, CA 95403
M-F 8am-5pm, Sa-Su Closed

Monday: 
8:00 am – 5:00 pm
Tuesday: 
8:00 am – 5:00 pm
Wednesday: 
8:00 am – 5:00 pm
Thursday: 
8:00 am – 5:00 pm
Friday: 
8:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Santa Rosa, California. Be it investments, tax strategies, or financial advice 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. We help our clients achieve the peace of mind that comes from knowing the complexities of their financial plan are in balance with their professional circumstance and personal goals. Give our Santa Rosa financial advisors a call today!

Services

comprehensive wealth management,
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning