Charleston, SC

Proudly Serving South Carolina

Charleston, SC

1240 Winnowing Way
Suite 102
Mount Pleasant, SC 29466

Scenic drive view featuring historic buildings in Charleston, SC

Buckingham Strategic Wealth’s Charleston team helps clients explore their values and visualize their life goals so they can make informed decisions when it comes to their financial plans. Together with our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to help those we serve define what financial peace of mind and financial freedom means to them, and then provide support along the journey to achieving those things.
Scenic drive view featuring historic buildings in Charleston, SC

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

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  • May 01, 2024

    Can an Actively Managed Mutual Fund Beat its Benchmark?

    Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.

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  • April 22, 2024

    The Value of a Financial Advisor: How to Consider the Costs and Benefits

    Here’s what individual investors should know when assessing the value of working with a financial advisor.

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