Lee’s Summit
Proudly Serving Lee's Summit
Lee’s Summit
400 SW Longview Blvd
Suite 220
Lee's Summit, MO 64081
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Our team’s mission is to offer an advisor relationship built on personal trust and integrity. As we build our relationship together, our focus remains on you and resolving complex issues within the components of enhancing, protecting, transferring and donating wealth. Each component is addressed when – and if – it plays an integral role in your life. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family plans, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, your family and multiple generations.
The Lee’s Summit team has provided advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. Madison Wealth was founded by Douglas F. Clark, CPA/PFS, to assist individuals, families and businesses seeking wealth management services that go hand in hand with tax planning. By tapping into Buckingham’s vast resources, we apply an evidence-driven investment approach to wealth management, tailoring your portfolio's level of risk according to your personal preferences, goals and circumstances.
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Dig even deeper.
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
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July 22, 2024
The Economic Outlook for Q3 2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
Watch the video -
July 19, 2024
Buckingham Connects Quarterly Webinar: July 2024
Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.
Watch the video -
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