Seattle

Proudly Serving Seattle

Seattle

3015 112th Ave NE
Suite 210
Bellevue, WA 98004

Seattle's iconic Space Needle towering in front of the downtown cityscape

Buckingham Strategic Wealth offers wide-ranging, experienced advisory services in Seattle that safeguard a client’s financial future and help them realize their dreams.

The Seattle team is dedicated to guiding clients through a comprehensive financial planning process, customized to help them attain their unique investment goals and secure their financial futures. The firm serves as a registered investment advisor providing fee-only investment management support, predominantly to dentists and other personnel of dental practices during and after their practice careers. Buckingham focuses on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do.

The Seattle office joined Buckingham in 2022 through the firm’s acquisition of Dental Wealth Advisors, LLC and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement.

Seattle's iconic Space Needle towering in front of the downtown cityscape

Dig even deeper.

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 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
  • June 04, 2024

    What You Need to Know When Inheriting an IRA

    In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.

    Watch the video