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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/charleston-wv.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370597&s=507cba3f18be207762647e27051a9e78)
![Night view of the Charleston, WV, Capitol building illuminated](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/charleston-wv.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370597&s=507cba3f18be207762647e27051a9e78)
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Your Charleston, WV Team
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Cindy McGhee
CPA, PFS
Wealth Advisor
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Christopher Erlewine
CFP®, CRPC®
Wealth Advisor
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Chris Willits
CWS
Wealth Advisor
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Greg Smith
Associate Wealth Advisor
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Evan Shamblin
CPA
Associate Wealth Advisor
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Neil DeRuiter
Client Relationship Specialist
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Dianna Lusk
Support Specialist
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Jaggar Deeds
CFP®
Portfolio Trading Strategist
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Jerry Slone
Portfolio Trading Strategist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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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.
Read the article -
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.
Read the article -
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?
Read the article