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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Morgan-Hill-Buckingham-Strategic-Wealth-Office.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370850&s=d477b9df69828c9a82820ac44d7d4c5f)
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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Morgan-Hill-Buckingham-Strategic-Wealth-Office.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370850&s=d477b9df69828c9a82820ac44d7d4c5f)
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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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.
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July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
Read the article