Buckingham Strategic Wealth is a registered investment advisor that specializes in asset and wealth management services for a diverse clientele, including individuals, businesses, trusts, non-profit organizations, and healthcare professionals. The firm is dedicated to acting in the best interest of its clients, employing evidence-based investing and comprehensive planning strategies. Buckingham's approach focuses on safeguarding clients' financial futures and assisting them in achieving their key objectives. By leveraging the expertise of its advisors, financial specialists, and thought leaders, Buckingham aims to deliver a holistic wealth management experience that addresses the unique needs of each client.
The Planned Approach is an SEC-registered investment advisory firm that specializes in providing wealth management services for professionals, retiring business owners, executives, and high net worth individuals. The firm addresses a range of financial needs including investments, tax issues, liability management, risk assessment, estate planning, and charitable planning. Additionally, it assists clients in achieving specific financial objectives such as funding education, acquiring additional properties, and preparing for business sales. Through these comprehensive services, The Planned Approach aims to help its clients attain financial independence.
Carolina Capital Consulting
Acquisition in 2021
Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees, and their families.
Confluence Wealth Management
Acquisition in 2020
Confluence Wealth Management is an independent investment advisory firm located in Portland, Oregon. The firm specializes in providing personalized wealth management and comprehensive financial planning services tailored to the needs of executives, professionals, business owners, retirees, and their families. In addition to individual clients, Confluence also serves corporate retirement plans, endowments, and foundations within the Portland metropolitan area. The firm's commitment to personalized service distinguishes it in the wealth management industry.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.