Portland, OR Office

Buck Wealth Strategies serves individuals (including high-net-worth clients), trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory and consulting services. The firm also offers participant investment advice and coordinates with clients’ other advisors on estate, tax, and insurance matters.

Investment decisions are driven by a top‑down macro approach that emphasizes tactical asset allocation, sector rotation and a relative growth/value framework, with portfolios built from equities, ETFs, mutual funds, fixed income, and select alternative exposures. The firm integrates third‑party financial‑planning tools that quantify client risk on a detailed scale and, where appropriate, engages third‑party money managers or AE Wealth Management as a TAMP to implement model strategies.

Buck Wealth Strategies is notable among peers for its explicit use of options strategies (including covered calls, puts and spreads) and for its routine selection of outside money managers/TAMPs to implement portfolios. The firm’s broader corporate footprint — including affiliated insurance and accounting businesses, dually registered adviser representatives (broker‑dealer and insurance activities), and arrangements that can lead to standing third‑party payment or bill‑pay authority — creates a more integrated service model and attendant conflict‑of‑interest considerations than many peers.