Long Island
Proudly Serving
Long Island
600 Old Country Road
Suite 305
Garden City, NY 11530
Buckingham Strategic Wealth’s Long Island team understands that as wealth grows so does the level and complexity of planning. We help clients navigate personalized wealth planning to accomplish their most important financial life goals. Our team builds long-term personal relationships by understanding our clients and their families’ goals and financial lives to help them make sound decisions and protect and grow their wealth.
The Long Island office joined Buckingham in 2020 through its acquisition of BluePrint Wealth Alliance. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning. We work with individuals, trusts, estates and retirement plans to build holistic, evidence-based blueprints for their financial future.
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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