Buck Wealth Management, Inc.

Buck Wealth Management, Inc. Buck Wealth Management is a comprehensive financial services firm committed to helping individuals im www.finra.org www.sipc.org.

Helping You Navigate Today's Financial Environment

I understand that we all face unique financial challenges and the list of financial concerns and considerations facing us today are seemingly endless. Since I started as a financial advisor in 2004, I have seen the good, the bad, and the ugly. And there are no easy answers or a solution that fits everyone. Buck Wealth Management, founded by Dusti

n Buck, is a financial planning practice committed to an exceptional and personalized client experience. We have a passion for building client wealth and for providing financial education, advice, and services tailored to each client's needs. We are dedicated to helping our clients invest strategically, reduce exposure to taxes, meet your insurance needs and provide a plan to leave a legacy by successfully transferring your wealth to your children and grandchildren I can provide you with the following financial services:

Managed asset plans - professional fee-based portfolio management through LPL Financial
Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
Cash flow analysis - for everyday budgeting
College planning - long-term planning to ensure you’re ready

You can call 916.579.5160 or send an email to Dustin at [email protected] to schedule a free initial consultation. The financial consultants at Buck Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. For a list of states in which I am/we are registered to do business, please visit www.buckwealth.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

🎉💰 Celebrating 10 Years! 💰🎉Ten years ago, we hung a shingle in a small office, and went to work to help others. We had n...
09/01/2025

🎉💰 Celebrating 10 Years! 💰🎉

Ten years ago, we hung a shingle in a small office, and went to work to help others. We had no idea the journey would bring us so many incredible clients, friendships, and memories (along with a few gray hairs from watching the stock market).

What started as a dream when Dustin was 16 years old has grown into a decade of planning, guiding, and cheering alongside you through life’s milestones—new homes, new babies, retirements, and everything in between.

To our clients and community: thank you for trusting us with not just your money, but your hopes and dreams. That’s the real wealth we’re honored to be part of.

Here’s to the next 10 years of laughter, learning, navigating stock market fluctuations, and helping our clients deal with whatever situations arise in the future.

From our family to yours—thank you for 10 unforgettable years!

We are thrilled to announce that we've won our 7th award for "Best Financial Services" in Fair Oaks! Thank you to our in...
01/18/2025

We are thrilled to announce that we've won our 7th award for "Best Financial Services" in Fair Oaks!

Thank you to our incredible clients and our amazing community for your continued trust and support. We couldn't have achieved this without you! Here's to many more years of success and serving you with excellence!

Picture descriptions: The first photo shows Dustin and Shiya accepting the award at North Ridge Country Club. The second photo shows the announcement of the 2024 winner, while Dustin's Dad's head makes an cameo appearance in the corner of the photo.

We are excited to announce that we have been nominated for "Best Financial Planning Services" in Fair Oaks again this ye...
12/05/2023

We are excited to announce that we have been nominated for "Best Financial Planning Services" in Fair Oaks again this year. If you have a minute or two, we would really appreciate your vote!

Cast your vote for the finest in town!

An amazing event at the Taste of Fair Oaks tonight! We hope to see you here!
05/20/2023

An amazing event at the Taste of Fair Oaks tonight! We hope to see you here!

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
03/15/2023

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Last night, the Fair Oaks Chamber of Commerce hosted the "Best of a Fair Oaks" awards ceremony. Congratulations to the B...
01/28/2023

Last night, the Fair Oaks Chamber of Commerce hosted the "Best of a Fair Oaks" awards ceremony. Congratulations to the Buck Wealth Management team, "Best Financial Planning Services" in Fair Oaks for the fifth year in a row! And a huge THANK YOU to our wonderful clients and supporters of our firm who took the time to vote for us. We are beyond honored!

We are excited to announce that we were nominated this year for "Best Financial Planning Service" in Fair Oaks. We striv...
12/14/2022

We are excited to announce that we were nominated this year for "Best Financial Planning Service" in Fair Oaks. We strive to offer extraordinary client service while constantly looking for ways we can help our clients achieve their long-term goals.

It has been a great year at Buck Wealth Management, which included us moving to a new office location in Fair Oaks while watching Mark excel quickly in the practice. We are very excited about the company trajectory and very grateful for our phenomenal clients.

Please vote for us!

Cast your vote for the finest in town!

We would like to congratulate Mark on his one year anniversary with the firm. His contributions to the team have exceede...
09/26/2022

We would like to congratulate Mark on his one year anniversary with the firm. His contributions to the team have exceeded all expectations. We appreciate the dedication he shows to the success of our wonderful clients. We are looking forward to many, many more years of working together at Buck Wealth Management!

We are excited and honored to have won the "Best Financial Planning Practice" in Fair Oaks for the third year in a row! ...
03/25/2021

We are excited and honored to have won the "Best Financial Planning Practice" in Fair Oaks for the third year in a row! Thank you to all those who voted and to Kim at the Fair Oaks Chamber of Commerce for putting together such a great event earlier this year.

Photo: Dustin Buck and Allison Airehart

03/10/2020

In these times of uncertainty, having a solid long-term investment strategy is paramount to financial success.

If you know anyone who is not working with a Certified Financial Planner, or their advisor is an 800 number on a statement, or if they simply have not been able to reach their advisor recently, please consider referring them to Buck Wealth Management today for a second opinion or for any assistance with their accounts.

Please note: If you have any questions or would like any advice, Dustin will be available by phone throughout the rest of this week. He can be reached directly at [email protected] or by calling our office at (916) 579-5160.

Address

5207 Sunrise Boulevard , Suite 120
Fair Oaks, CA
95628

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19165795160

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