Budovitch Legacy Planning is a wealth management firm that provides comprehensive and personalized financial strategies for high-net-worth individuals, business owners, and professionals. Founded by Paul Budovitch, the company focuses on a holistic approach that integrates investment management, insurance solutions, estate planning, and tax strategies. Their mission is to help clients create a meaningful legacy by ensuring their financial affairs are well-organized and aligned with their long-term personal and family goals.

Founded in

United States