Understanding what matters most,
so you can focus on what matters most.
Who We Are
Our Story
At Tudeen Wealth Management, we take the time to truly understand what matters most to you; your family, your goals, your legacy. We believe that effective wealth management starts with listening. By gaining a deep understanding of your values, priorities, and vision for the future, we’re able to build customized strategies that align with your life, not just your finances.
Our Commitment
Our goal is to simplify the complex, bring clarity to your planning, and free you to focus on the people and pursuits that matter most.
Our Services
Tailored strategies designed to align your wealth with what matters most.
Financial Planning
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Retirement planning
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Education funding strategies
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Cash flow and budgeting analysis
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Planning for major purchases
Estate & Legacy Planning
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Will and trust coordination
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Wealth transfer strategies
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Charitable giving and philanthropy
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Planning for future generations
Investment Management
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Custom portfolio design
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Asset allocation & diversification
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Ongoing monitoring and rebalancing
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Access to a wide range of investment options
Risk Management & Insurance Review
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Life, disability, and long-term care insurance
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Risk mitigation planning
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Insurance policy analysis and coordination
Tax Planning Strategies
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Tax-efficient investment strategies
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Capital gains planning
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Coordination with your CPA or tax professional
Business & Succession Planning
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Exit and succession strategies
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Business valuation coordination
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Tax-efficient transfer or sale planning
Bryan Tudeen
Your Local Advisor
Bryan Tudeen grew up in Gainesville, Florida, and earned his bachelor’s degree in aerospace engineering from the University of Florida in 2007. After graduation, he moved to New Smyrna Beach to begin his career as an engineer with Boston Whaler. In 2011, Bryan returned to school and earned his MBA from the University of Central Florida, transitioning into a new career path as a financial advisor in 2015.
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Bryan and his wife, Tricia, a New Smyrna Beach native whose family owns a local small business, have been married since 2012. They are proud of their two sons, Carter (11) and Jackson (9). They also share their home with their sweet pup, Lula Belle.
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An active member of the community, Bryan is a past president of both the Southeast Volusia Chamber of Commerce and the Kiwanis Club of Southeast Volusia County. He currently serves as the treasurer of the Advent Health New Smyrna Beach Foundation Board.
In his free time, Bryan enjoys college football, boating, RV trips with his family, and tackling home improvement projects.
