New Castle

Proudly Serving Pennsylvania

New Castle

2599 Wilmington Road
New Castle, PA 16105

Boat dock on River Tyne, framed by lush trees along the water's edge
Buckingham Strategic Wealth’s New Castle team builds strong relationships founded on trust and integrity, so clients can feel confident that we’re working to do what’s in their best interests. Understanding clients’ life goals and financial objectives helps us provide customized solutions to address the complexities of their financial lives. Our team serves individuals, families and businesses in New Castle and the greater Pittsburgh area, previously as Arnett Carbis Toothman Wealth Advisors since 2012 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.
Boat dock on River Tyne, framed by lush trees along the water's edge

A message from

Corey Altman

Wealth Advisor

When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.

Wealth Advisor Corey Altman collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

    Read the article

  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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  • August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

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