Portland, OR NW 12th Ave Office

Buck Wealth Strategies serves individual and high‑net‑worth clients, trusts, and employer‑sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory and consulting services. The firm provides ongoing portfolio supervision and written financial plans, and can act in ERISA capacities for plans including selection and monitoring of DIAs and QDIAs and participant advice.

The investment process is a top‑down, macro‑environmental approach using tactical asset allocation with sector rotation and a relative growth/value framework, implemented primarily through equities, ETFs and fixed income with discretionary rebalancing. Buck Wealth Strategies uses third‑party financial‑planning tools that quantify client risk on a 99‑point scale to translate client risk profiles into customized allocations and may advise on held‑away accounts and rollovers.

Distinctive features include a relationship with AE Wealth Management that provides a turnkey asset management platform, model manager selection, research and operational support, and a Promoter Agreement with Achieve Retirement for retirement plan referrals, alongside multiple affiliated businesses (insurance, accounting/tax, and federal benefit workshops). Several advisors are dually registered with a broker‑dealer and licensed to sell insurance (with commission compensation disclosed as a potential conflict), and the firm notes it is deemed to have custody in certain arrangements involving affiliated bill‑pay services and uses independent surprise examinations to address custody requirements.