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 * About
   * About Us
   * Our Process
   * Our Investment Philosophy
   * Mission and Values
 * Services
   
   * FOR INDIVIDUALS AND FAMILIES
   
   * Comprehensive Services
   * Specialty Planning Needs
   * Integrated Tax Solutions
   * Family Budget Services
   
   * FOR BUSINESSES
   
   * Business Solutions
   * Practice-Integrated Wealth Management
   * Retirement Solutions
   * Institutional Services
 * Advisors
 * Locations
 * Education
   * Resources
   * Events
 * Contact Us
 * Client Login

 * Santa Rosa: Home
 * 


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Client Login
 * About
   * About Us
   * Our Process
   * Our Investment Philosophy
   * Mission and Values
 * Services
   
   * FOR INDIVIDUALS AND FAMILIES
   
   * Comprehensive Services
   * Specialty Planning Needs
   * Integrated Tax Solutions
   * Family Budget Services
   
   * FOR BUSINESSES
   
   * Business Solutions
   * Practice-Integrated Wealth Management
   * Retirement Solutions
   * Institutional Services
 * Advisors
 * Locations
 * Education
   * Resources
   * Events
 * Contact Us

MENU
 * Santa Rosa: Home
 * 


SANTA ROSA

Serving Sonoma County


SANTA ROSA

3550 Round Barn Blvd.
#212
Santa Rosa, CA 95403


 * Phone Number707.542.3600
 * Google Directions

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Because an individual's financial life is never one dimensional, neither is
their experience as a client of Buckingham Strategic Wealth's Santa Rosa team.
Be it investments, tax strategies or planning for how their wealth will one day
fund their retirement, estate and personal legacy – our diverse team of
investment, tax and financial planning specialists ensures clients have a plan
as multi-dimensional as they are. Since 1995, the team has been serving
individuals, families, businesses and institutions in the North Bay area and
beyond. We help our clients achieve the peace of mind that comes from knowing
the complexities of your financial plan are in balance with your professional
circumstance and personal goals.



 * YOUR SANTA ROSA TEAM


 * BRENT THOMAS
   
   CFP®
   
   Wealth Advisor


 * THELIA WADE
   
   CPA, PFS
   
   Wealth Advisor


 * MIKE INDART
   
   CFP®
   
   Wealth Advisor


 * KORY REID
   
   Associate Wealth Advisor


 * PAM HEUER
   
   Client Relationship Specialist


DIG EVEN DEEPER.

What’s it like to become a Buckingham client? Download our "Experience Is
Everything" brochure to learn more.

Download PDF for more information
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ENJOY SOME OF OUR LATEST RESOURCES

 * July 01, 2024
   
   
   SELECTING INDIVIDUAL STOCKS? 4 QUESTIONS TO CONSIDER
   
   Picking stocks that will outperform the broader market has been an ambition
   of investors for years. But is that truly the best strategy for investors?
   
   Read the article

 * June 17, 2024
   
   
   ARE YOU READY TO RETIRE? 4 QUESTIONS TO CONSIDER
   
   Many individuals approaching retirement are struggling with the question, “Am
   I ready to retire or should I continue working?” Here are some key points to
   consider when making this important decision.
   
   Read the article

 * June 03, 2024
   
   
   SECURE YOUR NEXT ADVENTURE: WHY TRAVEL INSURANCE SHOULDN'T BE AN AFTERTHOUGHT
   
   Out-of-pocket travel costs can have a big impact on our finances. Wealth
   Advisor Susan Chesson shares why you should not forget to add insurance to
   your packing list.
   
   Read the article


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©2024 Buckingham Strategic Wealth. All rights reserved.

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