During this interactive webinar, independent advisors Neel Shah of Beacon Wealth Solutions and Brent Gunderson of Connected Wealth Solutions share how Buckingham’s industry leading tools, dedicated back-office teams, platforms and processes have been key in helping them build their dream practices. Discover how our core solutions have changed their professional and personal lives for the better.
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
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