Alan Schapire at Buckingham Strategic Wealth

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600 W Germantown Pike Ste 400
Plymouth Meeting, PA 19462
+1 (484) 477-4100
https://buckinghamstrategicwealth.com

Buckingham Strategic Wealth's Philadelphia team, formerly known as Convergent Financial Strategies, joined Buckingham in 2023, bringing extensive experience in providing advisory services in the Philadelphia area. As fiduciary financial advisors, they pride themselves on helping clients make financial decisions with their best interests in mind. Their approach to investing begins with a conversation to understand clients' current situation, risk tolerance, liquidity needs, and tax situation, and they develop tailored solutions to help clients achieve their specific goals.

With a focus on goals-based financial planning, Buckingham's Philadelphia team assists clients in identifying their short, intermediate, and long-term goals. They leverage the breadth of resources available at Buckingham to ensure that the services they provide are customized to meet clients' needs and preferences. Led by Alan Schapire, CPA, PFS, CFP, and Carl Nadwodny, CFA, CFP, the team is dedicated to providing a highly personalized experience for each client's unique needs and goals.

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