Norfolk

Helping Clients in Hampton Roads

Norfolk

150 W. Main Street
Suite 1860
Norfolk, VA 23510

Buckingham Strategic Wealth’s Norfolk team helps clients make smart financial decisions through in-depth conversations about their values and goals, careful planning and ongoing education. Together with all our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to provide clients with the peace of mind that comes with having a comprehensive plan in place that will help them achieve their financial goals. The Norfolk team joined Buckingham in 2018, having previously served clients since 2000 as WealthQuest Financial Services. Today, we tap into Buckingham’s extensive resources, investment research and technology to design specialized financial plans while maintaining personalized service for each and every client we serve. We work with individuals, families, and business owners to create plans designed to enhance, protect and transfer their wealth in alignment with their values.

Enjoy some of our latest resources

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    2022’s Investment Lessons

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    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

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  • January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

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