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

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

    Read the article

  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

    Read the article

  • August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

    Read the article