Santa Rosa

Serving Sonoma County

Santa Rosa

3550 Round Barn Blvd.
#212
Santa Rosa, CA 95403

Sunset casting a warm glow on trees and foliage in Santa Rosa parks

Because an individual's financial life is never one dimensional, neither is their experience as a client of Buckingham Strategic Wealth's Santa Rosa team. Be it investments, tax strategies or planning for how their wealth will one day fund their retirement, estate and personal legacy – our diverse team of investment, tax and financial planning specialists ensures clients have a plan as multi-dimensional as they are. Since 1995, the team has been serving individuals, families, businesses and institutions in the North Bay area and beyond. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals.
Sunset casting a warm glow on trees and foliage in Santa Rosa parks

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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

  • 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