Buckskin Associates is a Boston-based wealth management firm that specializes in helping clients build and protect their wealth for future generations. With a focus on systematic saving, portfolio management, tax planning, and risk insurance consulting, Buckskin Associates offers comprehensive services to ensure financial independence and efficient wealth transfer. Their team of experienced professionals works closely with clients to develop personalized strategies and coordinate with a network of complementary professionals to achieve their financial goals.
As an independent advisor, Buckskin Associates has access to a wide range of investment options and maintains relationships with reputable institutions such as Avantis Investments, BlackRock, and The Vanguard Group. Client accounts are held at trusted custodians like Fidelity Investments and Charles Schwab, with Buckskin Associates granted limited power of attorney to manage and service the accounts. Regular portfolio reviews and meetings ensure that clients' financial plans are adjusted as necessary to adapt to changing market conditions and individual circumstances.
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