Proudly Serving Morgan Hill
17190 Monterey St.
Morgan Hill, CA 95037
We believe choosing the right advisor may be one of the most important financial decisions you make. At Buckingham Strategic Wealth, we take the time to really get to know you so that we can create a holistic wealth plan that reflects what is most important to you. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges through education and insights from our experienced advisors.
Whether your goals include building wealth, enjoying a comfortable retirement, paying for your children's college education, setting up your family legacy or maximizing the return on your business investment – your holistic, evidence-based wealth plan should be clearly defined and built on a solid foundation with your best interest first.
We are dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement, and financial planning goals.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.Read the article
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.Read the article
October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.Read the article