Morgan Hill

Proudly Serving Morgan Hill

Morgan Hill

17190 Monterey St.
Suite 202
Morgan Hill, CA 95037

Front facade of Buckingham Strategic Wealth building in Morgan Hill, California

We believe choosing the right advisor may be one of the most important financial decisions you make. At Buckingham Strategic Wealth, we take the time to really get to know you so that we can create a holistic wealth plan that reflects what is most important to you. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges through education and insights from our experienced advisors.

Whether your goals include building wealth, enjoying a comfortable retirement, paying for your children's college education, setting up your family legacy or maximizing the return on your business investment – your holistic, evidence-based wealth plan should be clearly defined and built on a solid foundation with your best interest first.

We are dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement, and financial planning goals.


Front facade of Buckingham Strategic Wealth building in Morgan Hill, California

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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    Romance in Retirement: Financial Considerations When Marrying Later in Life

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  • October 07, 2024

    What Kind of Returns Can You Anticipate from Your Portfolio?

    Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.

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