Buska Wealth Management, LLC

At Buska Wealth Management, LLC, we believe no two investors are alike.

In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

 


cole-bruner

Cole J. Bruner

President, Buska Wealth Management, LLC
Investment Advisor Representative

Cole’s career in the insurance and financial services industries began in 2007 when he joined his family’s firm in order to continue the family tradition of service. Cole is the oldest of Sue’s 3 children.  Cole has excelled in his career and has been recognized by many of his peers in the industry.  He has dedicated a great deal of his time over the past few years studying a variety of critical retirement topics, such as Social Security income maximization, in addition to becoming a Fiduciary as an Investment Advisor Representative and now President of Buska Wealth Management, LLC.  Cole has presented educational workshops and spoken at events all over Central Wisconsin. He has been recognized as one of the Top 75 agents in the past few years out of a group of 25,000+. He has been an American Equity Gold Eagle Member, among other recognitions for his service. When the day comes where Sue decides to retire, Cole will transition his role to lead Buska Retirement Solutions for the next 30+ years. In his spare time, Cole enjoys spending time with his family and their two dogs. He also enjoys golfing, bowling, downhill skiing, as well as being involved in the community through such things as the young professionals group through the Chamber of Commerce, where he serves on the E3YP Action Committee as the representative for the Kronenwetter Area.

 

Content provided by Gradient Investment, LLC an SEC registered investment advisor.

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Buska Wealth Management, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over twenty proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analysis, Mariann Montagne, CFA.

These three experienced industry professionals now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. And, Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger, and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and have many other national publications.

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.

Find out today how Buska Wealth Management can help you.

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