Buska Wealth Management, LLC

Buska Wealth Management serves individual and high-net-worth clients with ongoing portfolio management, financial planning, and retirement-plan advisory services. Like many team firms, it delivers discretionary asset management and comprehensive planning for individuals while charging asset-based advisory fees for managed accounts.

The firm combines fundamental, technical, and cyclical analysis in constructing portfolios and also uses third‑party model programs through a co-advisor relationship with Gradient Investments, which the firm evaluates and selects for clients. Accounts are reviewed at least quarterly, clients may impose investment restrictions, and the adviser offers ERISA 3(21) limited-scope plan services in addition to individual wealth management.

Buska is notable for managing over $500 million with an eight-advisor team and for its explicit fee‑sharing and incentive arrangements with its co-advisor partner, which the brochure discloses could affect manager selection. The firm’s brochure also discloses that the managing member operates affiliated businesses (an insurance agency and a tax services company) and receives commissions or fees from those activities; these relationships and other economic benefits from vendors are disclosed and described as potential conflicts with stated mitigation procedures.