Bud Levy- Your Nest Egg
Advising individuals and their families, professional practitioners, and business owners, Bud Levy helps you build and preserve your nestegg, maintain your lifestyle, and achieve a financially secure and worry free retirement. A pioneer in introducing fee-based investment planning and asset class investing to individuals, Bud believes you deserve the same caliber of investment advice, products and services, and “professional edge” historically available only to ultra high-net-worth individuals and large institutions.
Using a team approach, Bud works closely with your tax professionals and attorneys to protect your assets, cut income and estate tax liabilities, and help you manage your wealth in a way, that achieves your goals and gives you a high level of personal satisfaction. An advocate of “holistic” financial planning, Bud combines science, art, and real life expertise to create customized solutions designed to meet your needs today and in the future.
Your Nest Egg