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Dudley B
Series 63, Series 66
Sun City West, AZ
The Wealth Consulting Group
Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.
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