Our Mission

Our mission at Buck Wealth Management is to provide personalized and comprehensive financial planning and wealth management services to our clients. We strive to help our clients achieve their financial goals through a customized approach that is tailored to their unique needs and circumstances. We leverage in-depth, comprehensive investment research designed to provide you and your family, professional and valued financial advice and services that meet your unique needs.

Our mission also includes supporting our community and giving back whenever possible. We have been based in Fair Oaks since we opened our doors and we love the community around us. We sponsor many events in Fair Oaks including the Concerts in the Park, the Taste of Fair Oaks, the Honorary Mayor race through the Fair Oaks Chamber of Commerce, and more. Instead of giving our clients gifts for their birthdays, we make a donation in their honor to the Orangevale-Fair Oaks Food Bank. We will continue to look for opportunities to support our fellow business owners and residents for many years to come.