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

  • 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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