Rio Rancho, NM Office
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Buck Wealth Strategies, LLC
Multi-team
Firm-wide stats for Buck Wealth Strategies, LLC
About
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.
Based on Buck Wealth Strategies, LLC
Expertise
Based on Buck Wealth Strategies, LLC
Location
481 Quantum Rd NE
Rio Rancho NM 87124
Advisors at this office
3
Advisors at this office
Todd S
Series 66
Rio Rancho, NM
Buck Wealth Strategies, LLC
Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.
Jacqueline M
Series 66
Rio Rancho, NM
Buck Wealth Strategies, LLC
Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities and Raymond James Financial. Outside of her advisory role, her background includes experience with a dessert studio and event company. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and options strategies, and often works with outside money managers to implement client portfolios.
Brandon T
Series 65
Rio Rancho, NM
Buck Wealth Strategies, LLC
Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life, health products, and fixed annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and growth/value frameworks, and is noted for its use of options strategies and engagement with third-party money managers.
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