Irvine
Serving Southern California
Irvine
3 Park Plaza
Suite 420
Irvine, CA 92614
Buckingham Strategic Wealth's Irvine team empowers clients to make smart financial decisions through careful planning, ongoing education and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect and complexity of our clients’ financial lives. Our goal is to help them be free to live the life they imagined and realize their financial goals.
The Irvine office joined Buckingham in 2013, after 16 years of serving Southern California clients as Wealth Management Group. Our commitment to helping clients meet their goals and simplify their lives continues today as we tap into Buckingham’s talent and resources to provide specialized financial plans while maintaining highly personalized service to each client.
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Enjoy some of our latest resources
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November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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