Santa Rosa
Serving Sonoma County
Santa Rosa
3550 Round Barn Blvd.
#212
Santa Rosa, CA 95403
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.
Enjoy some of our latest resources
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March 22, 2023
Does Investing Internationally Still Make Sense?
Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
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February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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