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Who We Serve

About You

  • You have at least $2 million in investable assets due to a 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

Property Sellers

Business Sellers

Divorced or Widowed

Legal Settlement or Other Windfall

Legal settlement or other windfall

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