Welcome to the website of Buscemi Wealth Management, LLC! Our firm is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our focus is on you and guiding you through the complex world of investing with strategies that address both your short & long term financial goals. We will help you design a customized investment plan to help grow & preserve your wealth and provide you and your family advice for every stage of your financial life.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (949) 218-2499. We look forward to hearing from you.
Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Rightsizing for Retirement
What does your home really cost?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.