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Our Team
At Judge & Associates Wealth Management, we help you to define your financial objectives, and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.We engage with our clients to create and recommend a “game plan” to help them in reaching their goals and dreams. To us, success depends on strong communication, adaptability to evolving circumstances, and a steadfast commitment to our clients’ life goals. We take great pride in serving many generations of clients. We proudly celebrate with them their retirements, dream homes, the births of children and grandchildren, graduations, and the creation of lasting legacies that they are able to share with future generations.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
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Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
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Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top
Women Wealth Advisors in 2021. “We are proud to have
Donna not only represent our firm but also our industry,”
said Jerry Lombard, President of the firm’s Private Client
Group.
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Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
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