New Castle
Proudly Serving Pennsylvania
New Castle
2599 Wilmington Road
New Castle, PA 16105
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![Boat dock on River Tyne, framed by lush trees along the water's edge](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/new-castle.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370870&s=743eff6dd648c44379f5ae6b72775797)
A message from
Corey Altman
Wealth Advisor
When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.
Wealth Advisor Corey Altman collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.
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 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 -
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