Proudly Serving Williamston
219 E Grand River Avenue
Williamston, MI 48895
Buckingham’s Williamston team (previously Siena Investments) has served executives and other professions, business owners, and retirees and their families since 2000. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans, integrated tax services and evidence-based portfolio management strategies.
Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.
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).Read the article
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.Read the article
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.Read the article