Buckingham Strategic Wealth
Financial Management & Planning
Buckingham Strategic Wealth’s team on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaning, simplicity and innovative solutions to life’s financial questions. We start by creating a one-page “mind map” that captures clients’ most important goals, values, assets, income streams and other critical information. Once we understand who you are, we can create a tax-efficient portfolio strategy to help you meet your goals.Our job is to help our clients know how much to save, how much they can spend and how much they can give to others.
- Phone: (847) 282-9919