Sudden Wealth Management

There’s gradual money and then there is sudden wealth. The majority of us are used to a steady income and building a nest egg over time. It’s slow and steady and over the years, we adapt and become more financially sophisticated. You keep going up, but you hardly feel it.

Then there’s sudden wealth. It’s like being on the ground floor of a 50 story building and being launched to the top floor in seconds. If you experience sudden money without a plan, you may find that your sudden money is suddenly gone. From the lottery, to inheritance, to settlements, we are here to train clients to make their transition into a new financial world and setting up ground rules during this time.