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      Buckingham Strategic Wealth

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      Investments, Financial Planners, Financial Planning Consultants

      3545 Whitehall Park Dr Ste 180, Charlotte, NC 28273

      704-541-3199

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      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!
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investments, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
      Services/Products
      asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
      Location
      Whitehall Corporate Center V
      Other Link

      website

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.