There’s more to wealth planning than just investing. At Bukaty Companies O’Renick Wealth Management, we don’t even begin to consider investment strategies until we understand our clients’ full picture. This includes knowing their needs, short- and long-term objectives, and their attitude toward risk. Only when we have thoroughly explored each client’s unique situation do we begin to consider investments — and then solely in light of what is most likely to address the client’s goals.
As we begin to develop a plan for each client, we draw on a wide array of investment products and services. These include publicly traded stocks, bonds and other securities, as well as mutual funds and alternative assets. As an independent firm, we are not required to favor any product provider over others. We are free to base our recommendations solely on what is in your best interest. We offer more than investment advice and portfolio construction. Our wealth planning professionals apply a range of specialized expertise on your behalf, including estate planning, income planning and retirement planning. Depending on your needs, we often weave these disciplines together, developing a holistic strategy that starts where you are today and charts a course to your most important objectives. Bukaty Companies O’Renick Wealth Management can help you look beyond traditional investing to a new way of pursuing your most cherished goals.
At Bukaty Companies O’Renick Wealth Management, our process is designed to create comprehensive, customized solutions to your financial challenges.
Comprehensive wealth management services:
- College planning
- Retirement planning
- Investment planning
- Financial planning
- Estate planning
Securities offered through LPL Financial. Member FINRA/SIPC
- Employee Benefits
- Benefit Administration
- Property and Casualty
- Financial Services
- Payroll Administration