Guide > Audit & Consulting in Rhode Island > Audit & Consulting in Lincoln > Buckingham Strategic Wealth
Buckingham Strategic Wealth
24 Albion Road, Lincoln, RI 02865
Location & Phone number
24 Albion Rd #440, Lincoln, RI 02865, United States
About the Business
Buckingham Strategic Wealth, located at 24 Albion Road in Lincoln, Rhode Island, offers innovative and tax-optimized wealth management solutions to clients. The team at Buckingham Strategic Wealth in Rhode Island focuses on providing excellent client experiences through a process of focused execution. By gaining a comprehensive understanding of each client's tax situation and overall financial picture, the team is able to offer independent and objective wealth management advice.
The Rhode Island team, which has been providing advisory services since 2002 and joined Buckingham Strategic Wealth in 2023, offers comprehensive financial planning services to individuals and families. Services include investment management, retirement planning, and insurance planning. As fiduciary advisors, the team is dedicated to helping clients achieve their financial goals, lifestyle preferences, and wishes for their family and community.
Clients of Buckingham Strategic Wealth can expect to receive personalized and comprehensive wealth management offerings to help them reach their financial objectives. The team taps into Buckingham's extensive resources to empower clients to live the lifestyle they desire. Whether you are preparing for retirement or navigating the complexities of the financial markets, Buckingham Strategic Wealth is committed to providing expert guidance and support.
To learn more about becoming a client of Buckingham Strategic Wealth, download their "Experience Is Everything" brochure. Additionally, stay informed on important financial topics by attending interactive webinars with experts like Chief Planning Officer Jeffrey Levine and exploring insights on market performance from professionals like Jared Kizer. As the election season approaches, Buckingham Strategic Wealth also offers guidance on how potential policy changes may impact different sectors and industries.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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