Buckingham Strategic Wealth
- Investment Advisory Service

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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.
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Whom to Contact
- Debbie AckelsonClient Relationship Specialist
- Brad Brisan, CFP®Associate Wealth Advisor1210 Broadcasting RdSte 101Wyomissing, PA 19610Phone: (610) 376-8271Fax: (866) 445-9070
- William A Morgan, CPA/PFSWealth Advisor, Advisory Team Leader1210 Broadcasting RdSte 101Wyomissing, PA 19610Phone: (610) 374-4566Fax: (610) 374-4546
- Chiara Sockel RenningerWealth Advisor1210 Broadcasting Road, Suite 101Ste 101Wyomissing, PA 19610Phone: (610) 376-8271Fax: (866) 445-9070
- Matt SpezialettiAssociate Wealth Advisor1210 Broadcasting RdSte 101Wyomissing, PA 19610Phone: (610) 376-8271Fax: (866) 445-9070
- Scott Worley, CFP®Wealth Advisor1210 Broadcasting RdSte 101Wyomissing, PA 19610Phone: (610) 376-8271Fax: (866) 445-9070
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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.