Sudden Wealth

Turning Windfall Wealth into a Sustainable Legacy

If you’ve been the recipient of a financial windfall, it’s understandable that you have processed a lot of different emotions. Closing this chapter of your life and moving on to a new, more hopeful chapter is an important next step.

You need a financial advisor that has your back and understands the technical details of the situation you’re in. After collaborating with numerous professional advocates, attorneys and clients that have walked through similar scenarios, we can help you leverage your new-found wealth to create sustainable financial independence.

In addition to executing a strategic financial plan, we help our clients answer questions like:

  • How do I buy a home and what kind of home can I afford?
  • How do I take care of my parents and my children?
  • How do I make this money last long-term?
  • How do I make sure I have access to my money?