Farmington Hills
Proudly Serving Michigan
Farmington Hills
31700 Middlebelt Rd
Suite 130
Farmington Hills, MI 48334
Buckingham Strategic Wealth’s Farmington Hills team provides comprehensive investment and financial planning advice so our clients can have greater comfort and security, as well as assistance with growing their wealth. Based in Farmington Hills, Michigan, our team is committed to providing a high level of personal attention to our clients. Throughout your financial journey, our advisors strive to listen and learn what is important to you and your family.
Our team has provided advisory services since 2003, previously as Wasserman Wealth Management, before joining Buckingham in 2024. Tapping into Buckingham’s vast resources allows us to focus on our client relationships, provide timely advice and share industry-leading perspectives on current market, financial planning and tax developments. When working with us, clients benefit from a team of professionals, not just a relationship with one person. This enables us to provide better advice, creative approaches and a deeper understanding of our clients’ needs.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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November 25, 2024
Navigating Conversations About Inheritance With Adult Children
Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.
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November 25, 2024
Year-End Tax Planning to Maximize Your Savings
In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.
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