Charleston, WV

Proudly Serving West Virginia

Charleston, WV

101 Washington Street East
Suite 120
Charleston, WV 25301

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.

Enjoy some of our latest resources

  • June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

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  • June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

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  • June 06, 2022

    The Human Side of Financial Planning

    Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.

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