Welcome to Budhu & Associates Wealth Management
We help you preserve, grow and enjoy your wealth. We offer customized solutions for investment planning, tax and estate planning, business and succession planning, and charitable giving options.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40 years combined experience in financial services, and our expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life - a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax Planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
“We have been with Budhu & Associates since 2016. During our annual reviews, their team suggests strategies that align with our investment goals, and we are pleased with the results. Their knowledge of the markets and great customer service make them an excellent choice as CERTIFIED FINANCIAL PLANNERS."
- Mark & Gloria Z.
“I am a new client to Budhu & Associates. I have been self-employed for many years, but it was only when I met Syd and he explained the planning needs for business owners to maximize their wealth, I realized I was not getting great advice from my "trusted" advisors. I only wish I met Syd sooner.”
- Lisa K.
“Our family’s wealth has increased significantly thanks to Syd and his team. They are always proactive in meeting our needs for investments, insurance, tax planning and estate planning.”
- John N.
“We would like to extend our heartfelt gratitude for Syd’s exceptional guidance in our retirement, children’s education planning and risk management. His expertise and commitment have been invaluable. His clear communication and dedication make the complex decisions we have had to make comprehensible. We appreciate the personalized attention and professionalism he has provided to both of us. His genuine concern for our family's future has brought continued confidence that our goals will be met throughout our lives. He has offered outstanding support, and we look forward to continuing our financial journey with him.”
- Maria and Matthew