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Travis B
Series 66
Bozeman, MT
Lifeworks Advisors, LLC
Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Vincere Wealth Management, LLC and Charles Schwab. Outside of his advisory role, he is a partner at Vincere Tax, LLC, where he prepares tax returns, trains employees on complex tax structures, and provides ongoing tax advice to clients and businesses. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, using both planning-based and risk-based investment approaches with a range of model strategies combining low-cost funds, individual securities, and third-party managers. Lifeworks is noted for integrating tax and accounting services through an owned tax subsidiary and maintaining proprietary client technology, supporting coordinated planning, tax, and reporting.
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