Proudly Serving Seattle
3015 112th Ave NE
Bellevue, WA 98004
Buckingham Strategic Wealth offers wide-ranging, experienced advisory services in Seattle that safeguard a client’s financial future and help them realize their dreams.
The Seattle team is dedicated to guiding clients through a comprehensive financial planning process, customized to help them attain their unique investment goals and secure their financial futures. The firm serves as a registered investment advisor providing fee-only investment management support, predominantly to dentists and other personnel of dental practices during and after their practice careers. Buckingham focuses on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do.
The Seattle office joined Buckingham in 2022 through the firm’s acquisition of Dental Wealth Advisors, LLC and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
November 28, 2023
Is the 60/40 Portfolio Dead?
Kevin Grogan covers the current state of the 60/40 portfolio.Watch the video
November 21, 2023
Key Tax-Saving Strategies to Review Before Year-End
Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.Watch the video
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