Our approach to sudden wealth like much of our strategies in wealth management – involves making your money last. It’s not about throwing out a plan and starting from scratch but thoughtfully evolving an existing plan to factor in this new component.
Your wealth advisor will work with you and other professionals such as accountants, attorneys, estate planners, etc. in a coordinate fashion to consider and affectively address risk, taxes, investment options, diversification strategy, and more. The outcome is a well-coordinated and thought-out wealth management plan for today and tomorrow.