Bucket List Wealth Management, LLC

Bucket List Wealth Management is a registered investment advisor founded in January 2017 and based in The Villages, Florida. The firm provides discretionary investment management services to individuals, high-net-worth individuals, and business entities. When working with clients, Bucket List Wealth Management assesses their financial situation, investment objectives, and risk tolerance to craft a personalized investment strategy and policy. The firm frequently collaborates with third-party investment advisers and utilizes model portfolios to manage client accounts, while maintaining ongoing supervision and conducting annual reviews. Clients' assets are held by qualified custodians such as Charles Schwab or Fidelity. In addition to investment management, representatives of Bucket List Wealth Management may act as independent life insurance agents and offer insurance products.