A complete list of active advisors currently associated with Buwick Group Wealth Management, LLC
Warmer can help you find a great advisor at Buwick Group Wealth Management, LLC or one who fits your needs even better.
Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high‑net‑worth individuals, as well as retirement plans, trusts, estates, and business entities. Services described in the firm’s brochure include discretionary and non‑discretionary portfolio management, selection of third‑party investment managers, and one‑time financial planning engagements; the firm discloses a typical account minimum of $250,000 that may be waived. The firm’s approach is active and model‑driven, combining fundamental, technical, cyclical and charting analysis to build customized or pre‑designed portfolios that span a wide set of sectors and asset classes. BGWM uses third‑party research and analytics to generate trading signals, monitors and rebalances portfolios on an ongoing basis, and may use third‑party trading and execution support and wrapped or non‑wrapped manager programs. A noteworthy characteristic is the firm’s integration with insurance brokerage activities: advisors may be licensed insurance agents and the firm operates an affiliated insurance business, and at least one principal maintains broker‑dealer registration, creating potential for commission‑based insurance or securities transactions. These dual roles and any solicitor arrangements with third‑party managers are disclosed in the brochure as potential conflicts of interest and clients are informed they are not required to use the firm’s insurance or brokerage services.
To learn more about the advisors currently working at Buwick Group Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Norman, OK
| 1
| |
Norman, OK
| 33
|
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