About
What We Do
Our Foundation
With over 20 years of experience, our firm is built on the principles of family, relationships, and values-driven planning. We believe in helping clients pursue their personal and family goals through comprehensive financial strategies tailored to their unique needs. Our commitment is to provide ongoing support and stewardship, ensuring that your financial plan remains robust and dynamic as your life evolves.
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. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Budd Wealth Management and The Client Life Process helps you pursue your financial independence.
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re customized and selective, offering only those investment products and services we believe are best suited to help pursue your financial goals.
About Us
The Founder’s Story
Joseph Budd’s journey into the world of financial planning is deeply personal and rooted in a profound life experience. At the age of 12, Joseph’s life took an unexpected turn when his father passed away during what was supposed to be a routine surgery. This sudden loss shook his family to its core, forcing his mother to become the primary financial provider and compelling Joseph to step up and help his family while still finishing high school.
Joseph’s determination led him to pay for his college tuition using a credit card, a testament to his resilience and commitment to his education. These experiences profoundly shaped his understanding of the importance of proper financial planning and the severe consequences of not being prepared. Each person Joseph meets is an opportunity to protect them from the hardships his family endured.
With a mission to always be there for clients, Joseph and the team are dedicated to creating financial plans that provide security and peace of mind. Our goal is to ensure that you never face financial uncertainty alone and that your financial future is as secure as possible.
Jacqueline Budd
Financial Advisor
Shelley Verhagen
CFO Strategist
Allie DaDabbo
Senior Marketing Consultant