Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.
Director of Planning Integration and Advisory Team Leader
Wendy Louise Hartman
President & Board Member
David William Levin
COO and Board Member
David Luckes
Director of Institutional Services
Jim Myers
MD
Don Rochleau
Client Development Director
Bert Schweizer
Founder & Principal/ CEO
John Spyers
MD of Operations and Technology
Grogan C.F.A., CFP, Kevin
MD of Investment Strategy
Whiddon CFP, C.L.U., Ch.F.C., Jim
Director of Investor Enrichment
Past deals in Wealth Management
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 firm that takes a personalized approach to serving our clients’ wealth management and financial planning needs.