Walnut Creek

At Home in the East Bay

Walnut Creek

1600 South Main
Suite 220
Walnut Creek, CA 94596

Buckingham Strategic Wealth’s Walnut Creek team specializes in providing holistic wealth management that addresses the distinct needs of medical and dental professionals. We serve as strategic partners that can help every step of the way — from starting to building to transitioning a practice — as our clients plan out a course that gives them the financial freedom to enjoy retirement. By having a comprehensive plan that incorporates both their personal and professional financial needs, our clients enjoy peace of mind knowing they’re on the path toward achieving their most important goals. The Walnut Creek team joined Buckingham in 2018 but has been serving as trusted advisors to clients in the area for more than 20 years. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations. Our goal is to provide unbiased advice that is based on evidence, rather than emotion, and focused on each client’s specific goals and values.

Enjoy some of our latest resources

  • May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

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  • May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

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  • April 24, 2023

    How to Assess the Top Five Risks in Retirement

    Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them. Here’s what retirees should know to prepare.

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