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

  • June 17, 2024

    Are You Ready to Retire? 4 Questions to Consider

    Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.

    Read the article
  • June 11, 2024

    Is Now the Time to Invest in India?

    Forecasters predict India's GDP will double by 2031. Chief Investment Officer Kevin Grogan discusses whether to invest more in countries poised for greater economic growth.

    Watch the video
  • June 07, 2024

    Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

    In this interactive webinar, join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

    Watch the video