THE ADVANTAGE OF WORKING WITH R JUDD WEALTH MANAGEMENT
R Judd Wealth Management is committed to providing comprehensive solutions to the wide spectrum of wealth management issues. We believe in implementing prudent investment strategies that attempt to safeguard our clients’ life savings while delivering competitive investment results. Our goal is to provide our clients financial peace of mind.
RJWM views all financial matters from our client’s perspective. This level of empathetic understanding is critical to our ability to provide clients appropriate solutions. We prepare and implement customized plans which will often integrate financial planning, investment management, estate planning, and asset protection strategies.
As a Registered Investment Advisor (RIA), we are also a fiduciary, so we are held to the highest ethical standards, requiring that we always act in the best interests of our clients. There is no higher standard of care in our industry that eclipses the fiduciary standard. Broker/dealers and their agents (employees of brokerage firms) are not held to a fiduciary standard which can create numerous conflicts of interest. And since we’re independent we don’t use proprietary products, so we are free to implement the best solutions from a wide variety of investment and advisory options.
Accounts are held directly with Raymond James Financial, Inc., Charles Schwab & Co., Inc., and/or TD Ameritrade, Inc. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., a Registered Broker/Dealer & Registered Investment Advisor (RIA) and Member FINRA / SIPC. The products offered by Titleist Asset Management, Ltd. are NOT insured by the FDIC and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE