Buckingham Strategic Wealth
3 Park Plaza, Irvine, CA 92614
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
3 Park Plaza UNIT 420, Irvine, CA 92614, United States
About the Business
Buckingham Strategic Wealth, located at 3 Park Plaza in Irvine, California, is a finance institution that empowers clients to make smart financial decisions through careful planning, ongoing education, and discussions of their values and goals. The team at Buckingham Strategic Wealth in Irvine creates customized, holistic wealth management plans to help integrate every aspect of their clients' financial lives. Their goal is to help clients live the life they imagined and realize their financial goals.
The Irvine office of Buckingham Strategic Wealth joined the company in 2013 after 16 years of serving Southern California clients as Wealth Management Group. They continue to provide specialized financial plans while offering highly personalized service to each client. Clients can expect a unique and tailored experience when working with Buckingham Strategic Wealth.
To learn more about becoming a Buckingham client, you can download their "Experience Is Everything" brochure. Additionally, the institution provides insights on how elections can impact various sectors and industries, as well as information on maximizing benefits from restricted stock units (RSUs).
At Buckingham Strategic Wealth, the team understands that values drive every decision in life, including financial decisions. They work with clients to align their financial plans with their values to help them achieve their goals and simplify their lives.
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