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Sudden Wealth Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Huffington Post Publishes Robert’s Sudden Wealth Column

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Robert Pagliarini is a frequent contributor to Huffington Post. In the wake of the recent huge PowerBall lottery, they have chosen to publish one of Robert’s sudden wealth columns titled “Sudden Wealth and Lottery Winners: Six Steps for Handling a Windfall.”

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Lottery Winners: How to Manage Sudden Wealth

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My colleague over at CBS News MoneyWatch, Jill Schlesinger, wrote a wonderful piece on how to handle sudden wealth if you are lucky enough to win the Powerball lottery tomorrow worth $500 million. Here’s an excerpt of her four tips: 1) Read the rules on the ticket and on the lottery’s website. Sign your name…

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Sudden Wealth Trademark Awarded to Pacifica Wealth Advisors

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We are very pleased to announce that Pacifica Wealth Advisors secured the trademark for “Sudden Wealth” by the U.S. Patent & Trademark Office. We are dedicated to serving sudden wealth recipients and look forward to providing our specialized brand of wealth management expertise to these clients for years to come.

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Sudden Wealth Winner Sandeep Singh Wins $30.5 Million Lottery [Video]

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Watch sudden wealth recipient 22 year-old Sandeep Singh accept a check for $30.5 million. Seems grounded and from a hard-working family. I hope he gets good tax, legal, and financial advice to protect his sudden wealth so he can fully enjoy it.

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Robert Pagliarini: Expert in Wall Street Journal on Sudden Wealth

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Robert Pagliarini, an expert in managing sudden wealth, was interviewed by the Wall Street Journal for a column titled, “Too Rich, Too Soon” about the rewards and complications that come from sudden wealth. You can read the full sudden wealth Wall Street Journal column here: Too Rich, Too Soon.

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Pacifica Named As One of America’s Top Wealth Management Firms by Wealth Manager Magazine.

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Pacifica Wealth Advisors was named “Top Dog” by Wealth Manager Magazine. For the past seven years, Wealth Manager Magazine ranks the star wealth management firms. Out of nearly 500 wealth management firms across the United States, we were ranked #37! To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers,…

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