Sudden Wealth Financial Advisors
There’s gradual money and there’s sudden wealth. Most of us are used to gradual money—earning an income and building a nest egg over time. It’s a slow and steady process. As our net worth increases over the years, we adapt and slowly become more financially sophisticated. It’s like riding a smooth elevator—you’re going up, but you hardly feel it.
Then there’s sudden wealth. It’s like being on the ground floor of a 60-story building and rocketing to the penthouse suite in seconds. Sudden wealth means getting more money than you’re used to being responsible for, getting it all at once, and often feeling pushed outside of your normal financial comfort zone. Although you’re the same person you were the day before you received it, you are quickly thrust into a new and often uncomfortable situation.
Read about each of the sudden wealth categories below and see why we are recognized nationally as the sudden wealth management experts.
We are true fiduciaries.
This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.