Rhode Island
Proudly Serving Rhode Island
Rhode Island
24 Albion Rd
Suite 440
Lincoln, RI 02865
![Rhode Island Costal City](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Buckingham_RhodeIsland_LocationPaagPhoto.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1700595544&s=c11f803184b8d4b3b3a5530ea30328cd)
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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Buckingham_RhodeIsland_LocationPaagPhoto.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1700595544&s=c11f803184b8d4b3b3a5530ea30328cd)
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Your Rhode Island Team
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Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
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Christopher Ricci
CFP®
Wealth Advisor
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Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
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Kevin Tremor
Associate Wealth Advisor
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Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
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Candace Furtado
WMS™
Client Relationship Specialist
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 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