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

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • 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.

    Read the article
  • July 08, 2024

    What Do Inverted Yield Curves Mean for Your Portfolio?

    Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets.

    Watch the video