We apologize for the inconvenience

The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

You will be automatically re-directed to People Search on yellowpages.com in .

Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

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!

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 704-541-3199

Address:
3545 Whitehall Park Dr Ste 180 Charlotte, NC 28273

Reviews

Be the first to review!
Write a Review
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
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.