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Buska Wealth Management, LLC

Headquartered in WAUSAU, WI

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Firm Information

Buska Wealth Management, LLC is a financial advisory firm headquartered in Wausau, WI, with 5 licensed agents and 7 investment advisor representatives. They manage approximately $393.6 million in assets for 3,001 clients, including both individuals and high-net-worth individuals. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.

Buska Wealth Management, LLC

1818 GRAND AVENUE

WAUSAU, WI 54403

$393.60M

Assets Under Management

36

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BUSKA WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at Buska Wealth Management, LLC

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Disclosures

There are no public disclosures for Buska Wealth Management, LLC.

Frequently Asked Questions (9)

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