Established 2015, R Judd Wealth Management, LLC is an Austin, Texas based boutique wealth management firm specializing in providing goal-oriented solutions to individuals, institutions, foundations, and endowments throughout the United States of America. We provide discretionary investment management, financial planning, and asset protection services tailored to our client’s specific needs. Our goal is to provide financial peace of mind.
FINANCIAL PLANNING
A comprehensive financial plan is the foundation of our relationship. We will strive to fully understand your financial needs and priorities, and we’ll develop and implement a tailored plan to meet and exceed your goals.
INVESTMENT MANAGEMENT
Our investment strategy will work harmoniously with your financial plan, creating an appropriate risk/reward allocation and diversifying your portfolios with the best investment options available – no proprietary products here!
ASSET PROTECTION
We will put in place safeguards to protect you and your loved ones should life’s journey take an unexpected turn. Also, we’ll insure that the distribution of your estate maximizes the benefit to your heirs while preserving your legacy.
