Proudly Serving Rhode Island
24 Albion Rd
Lincoln, RI 02865
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.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
February 27, 2024
Cybersecurity: How to Be Your Own Best Defense
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.Watch the video
February 27, 2024
Buckingham Connects Quarterly Webinar: February 2024
Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.Watch the video
February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?Read the article