Charleston, WV

Proudly Serving West Virginia

Charleston, WV

101 Washington Street East
Suite 120
Charleston, WV 25301

Night view of the Charleston, WV, Capitol building illuminated

Buckingham Strategic Wealth’s Charleston team builds ongoing relationships with clients founded on trust and integrity, so they can feel confident that we’re working to do what’s in their best interests. Understanding our clients’ life goals and financial objectives helps us provide distinct solutions to address the complexities of their financial lives. Our most important goal is helping clients achieve theirs. Our team has been serving individuals, families and businesses in Charleston and the surrounding area since 2002, previously as Arnett Carbis Toothman Wealth Advisors before joining Buckingham in 2018. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future.
Night view of the Charleston, WV, Capitol building illuminated

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Enjoy some of our latest resources

  • 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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  • October 21, 2024

    Romance in Retirement: Financial Considerations When Marrying Later in Life

    Marrying in retirement may come with tax, estate planning and financial ramifications.

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