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Suddenly Wealthy

Client Centered

For many people, the sudden arrival of a sizable sum of money as a result of a lawsuit, inheritance, or winning the lottery can make you so happy, but in the long-run can be so overwhelming. It often comes with making lots of decisions. We’ll provide sudden wealth planning and guidance with the goal of helping to preserve your new wealth.

We help you understand tax implications, income planning, estate planning and how to make the best impact with your sudden new wealth. We’ll review your goals, values and vision and align your financial strategy to match them. We work with professionals to help you prepare for your significant financial changes. We can refer you to attorneys, CPAs, and other professionals who can help you become savvy, strong and independent.