Wealth & Legacy / Wealth Management
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Wealth & Legacy / Wealth Management
The team ( left to right ): Nolin Frias , Kevin Tremor , Christopher Ricci , Harold “ Skip ” Briggs , Jr ., Kimberly DeAngelis , Dawn Filliatreault Wood , Candace Furtado .
BUCKINGHAM STRATEGIC WEALTH 24 Albion Rd . Suite 440 Lincoln , RI 02865 401-334-3400 buckinghamstrategicwealth . com
Successfully growing , protecting and passing on your wealth to future generations can be a daunting task , even in the most stable of markets . With tax efficiencies top of mind , Buckingham Strategic Wealth ’ s Rhode Island team utilizes evidence-based planning strategies to help clients achieve their personal , professional and legacy goals , both now and for years to come .
The team ( bottom left to top right ): Donna Sowa Allard , CFP ®, AIF ®; Donald Sowa , CFP ®; Nathan Beauvais , CFP ®, CIMA ®; Daniel Sowa ; Steven Beauvais ; Cassie Sheridan ; Wendy Fiola .
SOWA FINANCIAL GROUP
24 Albion Rd . Suite 340 Lincoln , RI 02865 401-434-8090 sowafinancial . com
Our business is about giving clients the power to shape their own legacy , and as a family business , we understand firsthand just how important that legacy is . That is why we take the time to listen not only to our clients ’ needs , but to their goals , dreams and desires , so we can craft a plan that will continue on far into the future .
Securities offered through Commonwealth Financial Network ®, member FINRA . org / SIPC . org . Sowa Financial Group , Inc is a Registered Investment Adviser . Advisory services offered through Sowa Financial Group , Inc . are separate and unrelated to Commonwealth .
2025 FIVE STAR WEALTH MANAGERS
WHO WILL BE NAMED ?
Find out in a special section inside the JANUARY ISSUE .
TO LEARN MORE ABOUT OUR RESEARCH PROCESS , GO TO : fivestarprofessional . com / public / research
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