Seattle
Proudly Serving Seattle
Seattle
3015 112th Ave NE
Suite 210
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.
Dig even deeper.
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 18, 2024
Connects Quarterly Webinar: Q4 2024
Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.
Watch the video -
November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
Read the article -
November 13, 2024
5 Financial Decisions to Consider Before Year-End
Year-end deadlines are coming up fast. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses five key financial moves you can make now that could pay off in the long run.
Watch the video