Receiving a large sum of money can be a blessing but can create challenges that a valued advisor can guide you through. With over 40 years of combined experience, we have helped clients through this process by creating a customized plan with an independent team of CPA’s and attorneys.
Sudden wealth means receiving more money than you are used to being responsible for which pushes you outside of your normal financial comfort zone. Although you are the same person you were prior to your sudden wealth, you are quickly thrust into new and potentially uncomfortable situations. Some of the clients we have helped are professional athletes, recipients of a substantial inheritance or a sale of a business.