BUWICK GROUP WEALTH MANAGEMENT, LLC

Overview

Buwick Group Wealth Management, LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning, portfolio management and insurance brokerage services. The firm structures fees as a combination of percentage-of-AUM, hourly and fixed charges, and positions itself to deliver advice and implementation across investment portfolios and insurance solutions. Investment activity skews toward pooled public vehicles—mutual funds and similar public funds—while supplementing client portfolios with income-oriented products and select alternative exposures. The firm is not an active ESG investor and operates under an individual ownership structure rather than as a multi-state or capital-allocating advisory platform. Advisory focus is on individuals and small businesses, with portfolio management geared to discretionary mandates (the firm reports its assets as fully discretionary). The insurance brokerage capability informs product selection, particularly for annuities and other insurance-wrapped solutions used in retirement and income planning. Given the firm’s scale, the investment approach emphasizes ready liquidity and accessibility via custodial brokerage platforms while allocating a portion of client capital to non-traditional asset classes where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices