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.
Provider of wealth management services intended for professionals, retiring business owners, executives and other high net worth clients. The company offers services on investments, tax concerns, liabilities, risk management, estate planning, charitable planning, specific goals, like education planning, additional homes, selling a business, thereby helping customers to become financially independent.
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 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.
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