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.