Buckingham Strategic Wealth

Buckingham Strategic Wealth
3545 Whitehall Park Dr, Suite 180
Charlotte, NC 28273
M-F 8am-5pm, Sa-Su Closed

Monday: 
8:00 am – 5:00 pm
Tuesday: 
8:00 am – 5:00 pm
Wednesday: 
8:00 am – 5:00 pm
Thursday: 
8:00 am – 5:00 pm
Friday: 
8:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

Buckingham Strategic Wealth (previously Carolina Capital Consulting) is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Charlotte, North Carolina. We want to give investors the assurance, peace of mind, and restful nights that come with having a customized plan that covers every aspect of their financial lives. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future. Our services include wealth management, financial planning, retirement plan services, estate planning, tax consulting, and much more. Give our Charlotte wealth advisors a call today!

Services

comprehensive wealth management,
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning