We Are Your
Wealth Advisors

Susko Wealth Advisors is an independent multi-disciplinary wealth management services firm, providing clients with versatile financial solutions. With our our tailored approach, we help you: create, maintain, protect and manage your wealth throughout your life and beyond.


Our Services

Financial Planning

We will guide you through a collaborative process that helps maximize your potential for meeting life goals through our financial advice.

Tax Planning

Through tax planning, all elements of the financial plan work together
in the most tax-efficient manner possible.

Investment Planning

Financial markets are dynamic, volatile, and continually changing
environments that present both opportunities and challenges.

Education Planning

Putting children through college is one of the largest expenses most families will ever face. Proactive investing can make paying for college easier.

Tax Preparation

At Susko Wealth Advisors, our priority is to minimize your tax burden.
Our expertise in tax and business matters allows us to cater to each client’s specific needs.

Retirement Planning

We believe in a long-term investment strategy when it comes to your retirement. By identifying your sources of income, we implement a proposed savings strategy.