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Buckingham Strategic Wealth

Financial and Investment Services in Portland, OR

Financial and Investment Services • Taxes

Contact us

Make a call
503-221-7595

Company Website

Store Hours

Monday:

08:00 AM - 05:00 PM

Tuesday:

08:00 AM - 05:00 PM

Wednesday:

08:00 AM - 05:00 PM

Thursday:

08:00 AM - 05:00 PM

Friday:

08:00 AM - 05:00 PM

Saturday:

Closed

Sunday:

Closed

What we offer

comprehensive wealth management,
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning

Location

1211 SW 5th Avenue, Suite 1200
Portland , OR 97204 UNITED STATES

About Buckingham Strategic Wealth

Buckingham Strategic Wealth, formerly Confluence Wealth Management, believes your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term financial plan. Our Portland financial advisors are fiduciary, so our clients can be confident that we provide objective, long-term financial advice. Our wealth management firm's network of financial planning and investment specialists serves to ensure the investment strategies we use to meet every intricacy of our client's financial lives. We also collaborate with other key professionals, such as attorneys and CPAs, and work as a team to provide the best possible wealth management strategy. Call our fee-only financial planners in Portland, Oregon, today!