Tusker Wealth Management, LLC

Tusker Wealth Management provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm offers both customized portfolio management—typically 20–30 funds with meetings via webcam or in person—and an automated option limited to about 10–15 funds rebalanced yearly, alongside financial planning, pension consulting, educational seminars/webinars, subscription research, and electronic estate‑planning referrals.

Tusker generally manages accounts on a discretionary basis and employs a mix of charting, fundamental, quantitative, and technical analysis, pursuing long‑term, short‑term and options trading strategies. The firm documents investment policies and risk tolerances for each client, provides regular portfolio monitoring with quarterly custodian statements, and prepares written pension consulting plans and manager monitoring for plan sponsors.

Noteworthy elements in the brochure include the firm’s publication of blogs/newsletter content and subscription services that may provide specific buy/sell recommendations and advertised hypothetical and performance results, as well as periodic educational seminars offered with group discounts. The adviser’s additional roles—as a licensed insurance agent affiliated with Ash brokerage and as an agent for electronic estate‑planning vendors—and its explicit work with pension/profit‑sharing plans and requirement that clients use Interactive Brokers are features that are atypical for a solo adviser with a small client base.