Buckingham Strategic Wealth
Buckingham Strategic Wealth in Norfolk, VA, is dedicated to providing clients with a comprehensive wealth management experience that goes beyond traditional financial planning. The firm offers a holistic approach, where every aspect of a client’s financial life is considered in developing personalized strategies. Buckingham emphasizes the importance of understanding each client’s unique values and long-term goals, ensuring that their financial plan aligns with their life aspirations.
The Norfolk team, which joined Buckingham in 2018, brings together years of expertise and a deep understanding of the local market. They leverage Buckingham’s extensive resources, advanced investment research, and state-of-the-art technology to craft specialized financial plans. Services include retirement planning, investment management, estate planning, and tax optimization strategies. Buckingham’s approach is not just about wealth accumulation but also about protecting and efficiently transferring wealth, ensuring clients can enjoy peace of mind knowing their financial future is secure. The firm works closely with individuals, families, and business owners, helping them navigate complex financial landscapes with confidence and clarity.
FAQs
What is your investment philosophy?
Our philosophy is centered on evidence-based strategies that focus on long-term growth and risk management.
Do you offer tax planning services?
Yes, we integrate tax solutions into our financial planning to maximize your after-tax returns.
How do you personalize financial plans?
We engage in in-depth conversations to understand your values and goals, ensuring your financial plan is tailored to your needs.
September, 2024
Saturday
August 26,2019
- Tuesday
- 9:00am - 10:00am
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