Buffalo

Proudly Serving New York

Buffalo

6435 West Quaker Street
Orchard Park, NY 14127

Row of historic buildings in Buffalo, NY, located by the serene lakeside

Buckingham Strategic Wealth’s Buffalo team serves as your personal financial coach, providing education, commitment, and a partnership that spans multiple generations. We begin every new relationship by creating a holistic and detailed analysis of your personal goals and financial landscape, uncovering and charting your goals, and together planning for a clear vision of the future. We have the financial experience and background to help you make solid decisions. Our team has been serving successful individuals, families, and businesses in Buffalo and Rochester for more than two decades, before joining Buckingham in 2019. Our model is unique and simple.​ We base our recommendations on facts, not the latest fads on Wall Street.​​ We look forward to providing you with the peace of mind and restful nights that comes from partnering with a truly trusted advisor.
Row of historic buildings in Buffalo, NY, located by the serene lakeside

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Enjoy some of our latest resources

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

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  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

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  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

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