Buck Wealth Strategies, LLC

Buck Wealth Strategies serves individuals (including high‑net‑worth clients), trusts, and employer‑sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory and consulting services. The firm also works with plan sponsors on ERISA‑related duties and offers financial planning that coordinates with clients’ other advisors.

BWS describes a top‑down, macro‑environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, allocating across equities, ETFs, mutual funds and fixed‑income strategies and using discretionary rebalancing to align portfolios with client objectives. The firm also leverages third‑party financial planning tools to quantify client risk (reported on a 99‑point scale) and has engaged AE Wealth Management as a TAMP for model manager selection, reporting and operational support.

The brochure discloses a few features that are less common among peers: BWS discloses using hypothetical performance and client testimonials in its advertising, and it is affiliated with an accounting and tax services affiliate (E.A. Buck Accounting & Tax Services) that provides tax, payroll and bookkeeping services and receives cross‑referrals. The firm also lists several related entities (including LTCPRO, which offers federal retirement benefit workshops), a promoter agreement with Moody Insurance Company, and IARs who are dually registered or licensed, arrangements the brochure identifies as creating referral and compensation relationships to be considered.