Williamston

Proudly Serving Williamston

Williamston

219 E Grand River Avenue
Williamston, MI 48895

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Buckingham’s Williamston team (previously Siena Investments) has served executives and other professions, business owners, and retirees and their families since 2000. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans, integrated tax services and evidence-based portfolio management strategies.

Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.

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Enjoy some of our latest resources

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

    Read the article
  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

    Read the article
  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

    Read the article