Rhode Island
Proudly Serving Rhode Island
Rhode Island
24 Albion Rd
Suite 440
Lincoln, RI 02865
Buckingham Strategic Wealth’s Rhode Island team provides innovative, tax-optimized wealth management solutions through a process of focused execution and an excellent client experience. By developing a broad understanding of your tax situation and your entire financial picture, our team is specially positioned to provide independent, objective wealth management advice. With our comprehensive wealth management offerings, we develop a road map for clients to meet their financial goals, attain their ideal lifestyle and achieve their wishes for family, loved ones and the community.
Our team has provided advisory services since 2002, previously as Briggs Advisory Group, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we offer comprehensive financial planning services to individuals and families, including investment management, retirement planning and insurance planning. No matter your financial needs, the Rhode Island team taps into Buckingham’s vast resources to empower you to live a lifestyle of choice.
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Your Rhode Island Team
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Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
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Christopher Ricci
CFP®
Wealth Advisor
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Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
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Kevin Tremor
Associate Wealth Advisor
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Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
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Candace Furtado
WMS™
Client Relationship Specialist
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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April 16, 2024
The Economic Outlook for Q2 2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
Watch the video -
April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Read the article