Buck Wealth Management, Inc.
Your choice for Financial Services
Tailored Wealth Management
Our priority is helping you take care of yourself and your family. Buck Wealth Management, Inc. wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
I understand that we all face unique financial challenges and the list of financial concerns and considerations facing us today are seemingly endless. Since I started as a financial advisor in 2004, I have seen the good, the bad, and the ugly. And there are no easy answers or a strategy that fits everyone.
Buck Wealth Management, founded by Dustin Buck, is a financial services practice committed to an exceptional and personalized client experience. We have a passion for building client wealth and for providing financial education, advice, and services tailored to each client's needs. We are dedicated to helping our clients invest strategically, reduce exposure to taxes, meet your insurance needs and provide a plan to leave a legacy by successfully transferring your wealth to your children and grandchildren.
I can provide you with the following financial services:
Learn more about my background and financial planning philosophy. You can call (916) 579-5160 or send an email to Dustin at firstname.lastname@example.org to schedule a free, no obligation initial consultation.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Administrative Operations Manager