Susko Wealth Advisors

Overview

Susko Wealth Advisors is an independent, limited liability advisory firm focused on individual and family clients. Operated by an individual owner, the firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management for individuals and small businesses. The firm's public-facing activity includes accounting services alongside its advisory work. Investment emphasis skews toward equities, with discretionary management comprising the entirety of reported assets.

Assets & Accounts

Investments & Alternatives

Location & Offices