Buckingham Strategic Wealth
3773 Richmond Avenue, Houston, TX 77046
Hours open
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
Photos
Location & Phone number
About the Business
Buckingham Strategic Wealth, located at 3773 Richmond Avenue in Houston, Texas, offers a personalized and consultative fee-only wealth management process for clients. Their team in Houston works closely with clients to define financial goals and create a comprehensive financial plan to achieve them. Services include portfolio management, retirement planning, risk management, education funding, and more.
The Houston office became part of Buckingham in 2015 through the acquisition of Posey Capital Management. Since 2001, the team has been dedicated to serving as trusted advisors to clients, helping them make informed financial decisions and secure their financial futures.
Becoming a Buckingham client means working with a dedicated team to build a customized plan that addresses all aspects of your financial life. The institution also provides resources such as brochures on the client experience, information on navigating elections and their impact on investments, and understanding restricted stock units (RSUs) for maximizing benefits.
Your values drive every decision you make, including financial ones. Buckingham Strategic Wealth is committed to helping clients align their financial plans with what matters most to them.
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