Judy and her husband Joe together founded Tandem Financial Services, Inc., later renamed Braver Wealth Management, in 1987. She joined Adviser Investments in 2017 as part of the firm’s acquisition of Braver. Judy began her career as a systems analyst with Fortune 500 and 100 companies before joining Laventhol & Horwath, where she was the manager of personal financial planning. She offers individuals, families and trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. a balanced approach to wealth management that seeks both wealth preservation and growth. Among other leadership roles, Judy has been president of the Norfolk/Plymouth Estate and Business Planning Council and served on the Board of Directors of the National Association of Estate Planners. She received her B.A. in mathematics from Douglass College, Rutgers University and a Certificate in Accounting from Bentley College. Judy is a ten-time Five Star Wealth Manager winner.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC