Charleston, SC

Proudly Serving South Carolina

Charleston, SC

1240 Winnowing Way
Suite 102
Mount Pleasant, SC 29466

Scenic drive view featuring historic buildings in Charleston, SC

Buckingham Strategic Wealth’s Charleston team helps clients explore their values and visualize their life goals so they can make informed decisions when it comes to their financial plans. Together with our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to help those we serve define what financial peace of mind and financial freedom means to them, and then provide support along the journey to achieving those things.
Scenic drive view featuring historic buildings in Charleston, SC

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Enjoy some of our latest resources

  • 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.

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  • July 29, 2024

    Switching Jobs? Action Items When Making a Career Change

    While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.

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  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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