Susko Wealth Advisors

Susko Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include portfolio construction using individual stocks, ETFs, mutual funds and bonds, retirement-account advice, and written financial plans or consultations.

The firm generally follows a long-term investment approach informed by both fundamental and technical analysis, while retaining flexibility to rebalance or trade shorter-term as needed to meet client objectives. Accounts are monitored on a continuous basis with formal reviews at least annually, and advisory fees are billed as a percentage of assets in advance on a quarterly basis with trades implemented through the client’s chosen custodian.

A distinctive feature disclosed in the brochure is that the firm’s principal holds both CPA and CFP® credentials and the firm offers separate, fee-based tax-preparation services — an arrangement the brochure notes can create potential conflicts of interest and is offered independently of investment advisory services. The firm also describes an institutional relationship with a national custodian that provides software and support to the advisor, creating economic benefits to the firm that may influence its custodian recommendation.