Rhode Island

Proudly Serving Rhode Island

Rhode Island

24 Albion Rd
Suite 440
Lincoln, RI 02865

Rhode Island Costal City

Buckingham Strategic Wealth’s Rhode Island team provides innovative, tax-optimized wealth management solutions through a process of focused execution and an excellent client experience. By developing a broad understanding of your tax situation and your entire financial picture, our team is specially positioned to provide independent, objective wealth management advice. With our comprehensive wealth management offerings, we develop a road map for clients to meet their financial goals, attain their ideal lifestyle and achieve their wishes for family, loved ones and the community.

Our team has provided advisory services since 2002, previously as Briggs Advisory Group, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we offer comprehensive financial planning services to individuals and families, including investment management, retirement planning and insurance planning. No matter your financial needs, the Rhode Island team taps into Buckingham’s vast resources to empower you to live a lifestyle of choice.

Rhode Island Costal City

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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

  • May 22, 2024

    7 Critical IRA Errors to Avoid

    Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video
  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article
  • May 14, 2024

    How AI Could Change the Economy

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

    Watch the video