BASED IN HOUSTON, TEXAS
Empowering Your Wealth Journey
Unlock the potential of your finances with tailored strategies and expert guidance to help you on your wealth journey no matter where it may take you.
WHO WE ARE
Welcome to Judd & Reddish
Focusing on financial planning and investment management, and with over seventeen years of dedicated experience, we are continuously honing our craft to help clients achieve their goals. As a boutique financial planning practice, we offer more than just advice—we provide access to investments and platforms typically geared towards qualified or accredited investors*.
Our approach is deeply personal, tailored to each client’s unique aspirations and circumstances. Through our comprehensive process, we guide our clients on a journey towards their financial goals, striving to help them realize their dreams with confidence and clarity.
*To be considered an accredited investor, you must have a net worth of at least $1,000,000 (excluding your primary residence) and/or have individually earned more than $200,000, or more than $300,000 jointly with a spouse or partner, for the past two years and, with good reason, expect to make the same amount or more for the upcoming year.
CALL US
VISIT US
EMAIL US
info@jrpwc.com
OFFICE HOURS
Monday through Friday: 8:30am-3:30pm
Our Wealth Empowering Solutions
Chart a course towards financial freedom with our personalized financial planning strategies tailored to your unique goals and circumstances.
Grow and preserve your wealth with our strategic investment management services designed to manage the risk and return profile.
Maximize your tax efficiency and minimize liabilities by utilizing our experience in creating long-term, tax-optimal streams of income.
Safeguard your legacy and ensure your assets are distributed according to your wishes with our comprehensive estate planning solutions.
Protect what matters most with our range of insurance products, providing peace of mind and financial security for you and your loved ones.
Envestnet MyBlocks empowers clients with real-time, personalized financial insights, enabling them to take control of their finances and achieve goals in spending, debt management, and retirement planning. The app enhances advisor-client engagement through integrated links in emails, social media, and websites, while offering comprehensive financial education. It facilitates the seamless creation and implementation of personalized financial plans within a unified digital experience.
A Disciplined, Consistent Process
Our Signature Process
Initial Consultation
Understand your financial goals and concerns.
Financial Analysis
Thoroughly analyze income, expenses, assets, liabilities.
Customized Plan
Develop a tailored financial roadmap.
Implementation
Execute strategies, optimize investments, create plans.
Ongoing Monitoring
Continuously track progress, adjust as needed.
Unlock Exclusive Market Updates
Receive exclusive access to First Trust’s expert analysis on current market conditions delivered straight to your inbox every month. Don’t miss out on valuable insights that can help guide your financial decisions. Sign up now to stay ahead of the curve!
Disclosure: This report was prepared by First Trust Advisors L. P., a third party unaffiliated with Judd & Reddish, and reflects the current opinion of the authors. It is based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
WHO WE ARE
Meet James Reddish and Kyle Judd
Founders of Judd & Reddish, Your Trusted Financial Partners
With over a decade of experience in the financial services industry, We, James Reddish and Kyle Judd, have dedicated ourselves to providing experienced and personalized solutions to clients like you. Co-founding Judd & Reddish Private Wealth Consultants in 2010, we’ve remained committed to delivering unparalleled financial services. Judd & Reddish is passionate about helping individuals and families achieve their financial goals. Click below to learn more about my journey and our firm’s mission.
An Updated Economic Outlook
Curious to gain more insight into the current economic status and what we believe it will mean for you? Check out Capital Group’s quarterly global outlook, updated each quarter to keep you up-to-date on the current economy.
Disclosure: This report was prepared by Capital Group, a third party unaffiliated with Judd & Reddish, and reflects the current opinion of the authors. It is based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Quick Links to Guide Your Journey
Looking for something particular on our site? Below you can find links to our most popular pages and resources.
Work With Us
Learn more about our service offerings to see all of the ways we can grow your wealth together.
Access Your Client Portals
If you are a current client of ours, you can gain quick access to all of your wealth portals using our portal page.
Get in Touch
Have Questions? Complete the inquiry form on our contact page to reach out and get answers.