Ridgeland
Proudly Serving the Southeast
Ridgeland
661 Sunnybrook Road
Suite 330
Ridgeland, MS 39157
Buckingham Strategic Wealth's Ridgeland team offers personalized investment management and wealth planning to help accomplish your most important financial life goals. We build long-term personal relationships by understanding our clients and their families' goals and financial lives so we can help them make sound decisions and keep them on track. Making your dreams a reality takes more than investing, it takes partnering with a trusted wealth advisor who will bring you true wealth management.
The Ridgeland team joined Buckingham in 2019 and has been serving as trusted advisors to high-net-worth individuals and families and successful business owners across the southeast US. As fiduciaries and fee-only advisors, we help meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to add Buckingham's resources, investment research and educational tools to our clients while maintaining the highly personalized service you come to expect.
Enjoy some of our latest resources
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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
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May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
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