Buckingham Strategic Wealth's Irvine team in California provides comprehensive and specialty wealth management services, integrated tax solutions, and business solutions to empower clients in making informed financial decisions. With a focus on careful planning, ongoing education, and understanding clients' values and goals, they create customized, holistic wealth management plans to simplify and integrate every aspect of their clients' financial lives.
Having joined Buckingham in 2013 after 16 years as Wealth Management Group, the Irvine office combines personalized service with Buckingham's talent and resources to deliver specialized financial plans, enabling clients to live the life they imagined and achieve their financial goals.
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