Buckingham Strategic Wealth
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.
4 past transactions
The Planned Approach
Acquisition in 2021
The Planned Approach is a registered investment advisor that specializes in wealth management services for professionals, retiring business owners, executives, and high net worth individuals. The firm provides a comprehensive range of services that address various financial needs, including investment management, tax planning, risk management, estate planning, and charitable giving. Additionally, The Planned Approach assists clients in achieving specific financial goals such as education funding, purchasing additional properties, and business sales. Through its tailored approach, the company aims to help clients attain financial independence and effectively manage their wealth.
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 based in Portland, Oregon. The company specializes in providing comprehensive financial planning and wealth management services tailored to the needs of executives, professionals, business owners, retirees, and their families. Additionally, Confluence Wealth Management serves corporate retirement plans, endowments, and foundations within the Portland metropolitan area, emphasizing a personalized approach to meet the diverse financial needs of its clients.
Stevens Wealth Management
Acquisition in 2018
Stevens Wealth Management offers wealth management solutions.
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