Budd Wealth Management

We have developed and refined a process over the last 20 years to work with families that aspire to a “work optional” lifestyle. Have you ever tried to solve a jigsaw puzzle without the picture from the box lid? The Client Life Process is always being refined and updated as our clients’ lives unfold, and their goals evolve. This process enables families to live their lives with purpose and integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Securities are offered through LPL Financial, Member FINRA/SIPC. Budd Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.