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Who We Serve

About You

  • You have at least $1 million in investable assets due to an inheritance or windfall and are looking for financial advice you can trust.

  • You need help coordinating the various aspects of your financial life.

  • You're looking for answers, like how much you can spend, where to invest your money, and what to do when family and friends ask for financial support.

  • You're ready to take the first step towards securing your financial future.

Sudden Wealth and Windfall Beneficiaries

Inheritance

Property Sale

Divorce

Widowhood

Settlement

Windfall

Our Clients

Inheritors

Inheritors

  • You're looking for help managing your money so you can enjoy your new lifestyle responsibly
  • You need strategies to minimize taxes on a recent or pending inheritance
  • You want to preserve your family's legacy and create generational wealth
Find out more

Property Sellers

  • You're looking for diversification strategies and new investment opportunities
  • You need guidance converting a lump-sum payout into planned retirement income
  • You want to plan your legacy and distribute your wealth in a tax-efficient manner
Find out more
Business Sellers

Divorced or Widowed

  • You're looking for a trusted advocate to help you make important financial decisions
  • You need a long-term plan so you can maintain your financial independence
  • You want to feel more confident about managing your day-to-day finances on your own
Find out more

Legal Settlement or Other Windfall

  • You're looking for ways to protect your windfall from predators and con artists
  • You need to invest money that's currently sitting in checking or savings but don't know where to start
  • You want to be intentional about your spending and how you allocate your assets
Find out more
Legal settlement or other windfall

Ready to speak with a fiduciary financial advisor? Click the button below to schedule your free introductory consultation.

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Sudden Wealth Checklist

Overwhelmed by Sudden Wealth?

Our sudden wealth checklist can help you take the right next steps. Join our email list to download Harnessing Sudden Wealth, so you can enjoy your new wealth to the fullest.

Download the checklist!