Livingston
Proudly Serving New Jersey
Livingston
290 W Mt Pleasant Ave
Suite 2310
Livingston, NJ 07039
At Buckingham Strategic Wealth, we understand that our clients’ financial plans intersect with every part of their lives: goals for their families, career objectives, even their personal legacy. Those points of intersection are the foundation upon which we build a plan specifically for each client and the financial complexities they face. Our objective advice helps people make informed decisions and keeps them on track to live the life they've imagined.
The Livingston team joined Buckingham in 2015 through the firm's acquisition of Classic Capital Inc., which had served individuals, families, businesses and institutions since it was founded in 1989. Today, our Livingston team continues to provide the same highly personal experience that it became known for in and around New Jersey and New York. In addition, we are supported by the extensive subject matter specialists, investment research and educational tools Buckingham provides.
Enjoy some of our latest resources
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
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February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
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