Sudden Wealth

Receiving a large amount of money can be exciting but it can also be overwhelming.

We suggest not making important decisions until you’re completely comfortable that it’s the right decision.

Being a good steward of the wealth entrusted you, and honoring the legacy associated with it might be a high priority for you.

You need a Financial Advisor who:

Listens well and understands your values and vision
Can digest your complex situation and communicate ideas in an understandable and actionable manner
Always have the big picture in mind
Meets with you periodically as needed and provide you with time saving tools to handle administrative detail
Respects your time and communicates clearly and effectively
Is conversant with a broad variety of tools and techniques that will have the greatest impact on achieving your goals