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Buckingham Strategic Wealth

Buckingham Strategic Wealth

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  • Investment Advisory Service
Buckingham Strategic Wealth
  • Visit Website
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1210 Broadcasting Rd
Ste 101
Wyomissing, PA 19610
(610) 376-8271
(866) 445-9070 (fax)
http://buckinghamadvisor.com/locations/wyomissing/
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Hours:
8:00am-5:00pm

About Us

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a… read more
  • About
  • Highlights
  • Media
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  • About

    We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

  • Highlights

    • Becoming Buckingham: A Q&A with Bill Morgan
    • Taxes Are Everywhere, But So Are Planning Opportunities
    • Chara Sockel Renninger Talks Financial Planning and The Power of The Purse
  • Media

    Bill Morgan, CPA/PFS, Wealth Advisor, Advisory Team LeaderChiara Sockel Renninger, CFP®, Wealth AdvisorScott Worley, CFP®, Wealth AdvisorBrad Brisan, CFP®, Associate Wealth AdvisorMatt Spezialetti, Associate Wealth Advisor Debbie Ackelson, Client Relationship SpecialistGallery Image Composite_Team_Picture_10-3-14_(00063925xBDF29).jpg
  • Whom to Contact

    • Debbie Ackelson
      Client Relationship Specialist
    • Brad Brisan, CFP®
      Associate Wealth Advisor
      1210 Broadcasting Rd
      Ste 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
      Send an Email
    • William A Morgan, CPA/PFS
      Wealth Advisor, Advisory Team Leader
      1210 Broadcasting Rd
      Ste 101
      Wyomissing, PA 19610
      Phone: (610) 374-4566
      Fax: (610) 374-4546
      Send an Email
    • Chiara Sockel Renninger
      Wealth Advisor
      1210 Broadcasting Road
      Ste 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
      Send an Email
    • Matt Spezialetti
      Associate Wealth Advisor
      1210 Broadcasting Rd
      Ste 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
      Send an Email
    • Scott Worley, CFP®
      Wealth Advisor
      1210 Broadcasting Rd
      Ste 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
      Send an Email
  • Directions

    From the Spring Ridge Drive Exit, merge on to Papermill Road. Turn right onto Century Boulevard. Proceed to the top of the hill. Our office is on the first floor of the Herbein + Co building.

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