Santa Rosa

Serving Sonoma County

Santa Rosa

3550 Round Barn Blvd.
#212
Santa Rosa, CA 95403

Sunset casting a warm glow on trees and foliage in Santa Rosa parks

Because an individual's financial life is never one dimensional, neither is their experience as a client of Buckingham Strategic Wealth's Santa Rosa team. Be it investments, tax strategies or planning for how their wealth will one day fund their retirement, estate and personal legacy – our diverse team of investment, tax and financial planning specialists ensures clients have a plan as multi-dimensional as they are. Since 1995, the team has been serving individuals, families, businesses and institutions in the North Bay area and beyond. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals.
Sunset casting a warm glow on trees and foliage in Santa Rosa parks

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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

  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

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  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

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  • November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

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