At Judd Bisson & Associates Private Wealth Management, financial planning is never about checking boxes or selling products. It's about building lasting relationships rooted in trust, precision, and long-term support. We focus on financial planning for high-net-worth individuals who want more than investment advice—they want clarity, structure, and a real plan that supports life’s biggest moments.
From pre-retirement to succession, from tax strategies to legacy planning, we help clients move from complexity to confidence. Whether you're navigating a business sale, entering retirement, or looking to protect and grow family wealth, we’re your long-term financial partner—helping you plan, act, and live with purpose.
What sets us apart? Our structured process. Our clear communication. And the feeling of relief clients describe after our very first meeting. No more second-guessing. No more wondering if you’re missing something. As your financial advisor for high-net-worth planning, we make sure every piece of your financial life is connected—and working the way it should.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.