Are you looking for a TAMP that fits your firm’s growing needs? With so many choices in the marketplace, it may be difficult to find a partner that understands your needs. Independent member of the Buckingham Strategic Partner community, Neel Shah of Beacon Wealth Solutions, was in your shoes. He dreamt of growing a firm dedicated to providing high-level integrated solutions to complex clients while still retaining the feel of a family office. To elevate his business, he knew he needed something more than a TAMP. On this episode of Michael Kitces’ podcast, Neel shares how Buckingham’s size, resources and culture was the perfect solution for his needs. Listen now!
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.