Buffalo

Proudly Serving New York

Buffalo

6435 West Quaker Street
Orchard Park, NY 14127

Row of historic buildings in Buffalo, NY, located by the serene lakeside

Buckingham Strategic Wealth’s Buffalo team serves as your personal financial coach, providing education, commitment, and a partnership that spans multiple generations. We begin every new relationship by creating a holistic and detailed analysis of your personal goals and financial landscape, uncovering and charting your goals, and together planning for a clear vision of the future. We have the financial experience and background to help you make solid decisions. Our team has been serving successful individuals, families, and businesses in Buffalo and Rochester for more than two decades, before joining Buckingham in 2019. Our model is unique and simple.​ We base our recommendations on facts, not the latest fads on Wall Street.​​ We look forward to providing you with the peace of mind and restful nights that comes from partnering with a truly trusted advisor.
Row of historic buildings in Buffalo, NY, located by the serene lakeside

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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

  • October 07, 2024

    What Kind of Returns Can You Anticipate from Your Portfolio?

    Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.

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  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

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  • 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.

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