Charleston, WV

Proudly Serving West Virginia

Charleston, WV

101 Washington Street East
Suite 120
Charleston, WV 25301

Night view of the Charleston, WV, Capitol building illuminated

Buckingham Strategic Wealth’s Charleston team builds ongoing relationships with clients founded on trust and integrity, so they can feel confident that we’re working to do what’s in their best interests. Understanding our clients’ life goals and financial objectives helps us provide distinct solutions to address the complexities of their financial lives. Our most important goal is helping clients achieve theirs. Our team has been serving individuals, families and businesses in Charleston and the surrounding area since 2002, previously as Arnett Carbis Toothman Wealth Advisors before joining Buckingham in 2018. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future.
Night view of the Charleston, WV, Capitol building illuminated

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Enjoy some of our latest resources

  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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  • July 10, 2024

    Quarterly Outlook: Inflation Eases, Recession Risk Falls

    Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • July 01, 2024

    Selecting Individual Stocks? 4 Questions to Consider

    Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?

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