Buckingham Strategic Wealth 4.4.0

Buckingham Strategic Wealth – Freeware – iOS
out of 11 votes

Buckingham Mobile provides users with a convenient way to access and monitor their portfolio values and allocations.

Overview

Buckingham Strategic Wealth is a Freeware software in the category Business developed by Buckingham Strategic Wealth.

The latest version of Buckingham Strategic Wealth is 4.4.0, released on 05/31/2024. It was initially added to our database on 05/31/2024.

Buckingham Strategic Wealth runs on the following operating systems: iOS.

Users of Buckingham Strategic Wealth gave it a rating of 3 out of 5 stars.

Pros

Comprehensive financial planning services tailored to individual needs
Ability to work with a dedicated advisor to create a customized financial strategy
Access to a wide range of investment options, including low-cost index funds
Experience in handling complex financial situations such as estate planning and tax optimization
Transparent fee structure that is often based on a percentage of assets under management rather than commissions

Cons

May not be cost-effective for individuals with smaller investment portfolios
Requires a minimum investment amount to become a client
Not as widely known as some larger financial firms, which may lead to concerns about credibility

FAQ

What services does Buckingham Strategic Wealth offer?

Buckingham Strategic Wealth provides comprehensive financial planning, investment management, and wealth management services.

How does Buckingham Strategic Wealth approach investment management?

The firm employs a fiduciary standard, focusing on building diversified portfolios tailored to individual client goals.

Can I receive a personalized financial plan?

Yes, Buckingham Strategic Wealth offers personalized financial planning services that cater to your unique financial situation.

Is Buckingham Strategic Wealth a fiduciary?

Yes, the firm operates as a fiduciary, meaning they are obligated to act in the best interest of their clients.

What is the typical client profile for Buckingham Strategic Wealth?

Clients typically include individuals and families seeking comprehensive wealth management strategies, as well as businesses needing retirement plan solutions.

How does Buckingham Strategic Wealth charge for its services?

The firm primarily charges a fees based on assets under management (AUM), along with potential planning fees.

Where is Buckingham Strategic Wealth located?

Buckingham Strategic Wealth has multiple locations across the United States, with offices in various cities.

Can I meet with an advisor without making a commitment?

Yes, potential clients can schedule a consultation to discuss their financial needs with no obligation.

Does Buckingham Strategic Wealth provide tax planning services?

Yes, tax planning is an integral part of the holistic financial planning services offered by the firm.

What sets Buckingham Strategic Wealth apart from other financial advisory firms?

Buckingham Strategic Wealth prides itself on its fiduciary commitment, client-first approach, and personalized wealth management strategies.

Screenshots (Click to view larger)

CCH Client Collaboration

Tax season often presents significant challenges for individuals and businesses alike. However, CCH Axcess™ Client Collaboration seeks to alleviate some of this stress.

Envestnet Product Availability

The Envestnet Product Availability application offers a streamlined solution for assessing the availability of your firm's products with ease.

JBS Parents

The JBS Parents app offers convenient access to community and athletic calendars, directories of parents and faculty/staff, daily lunch menus, campus photos, news updates, and additional features.

Orion Mobile

Seamlessly Manage Investment with Orion Mobile

Latest Version
4.4.0

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	HWMonitor Monitor your hardware with ease!
	TweakPower Boost Your PC Performance with TweakPower!
	Kalorické Tabulky Effortlessly Track Your Nutrition with Kalorické Tabulky
	SRWare Iron Enhanced Privacy and Security with SRWare Iron Browser
	GOM Player GOM Player: Your Ultimate Media Player
	Hyper File Manager Streamline Your File Management with Hyper File Manager

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft Update Health Tools Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!