You just came into
significant wealth.
We'll help you
figure it all out.
You're working or running a business, raising kids, and managing more than anyone around you knows. You don't need to have it figured out before you call us. That's exactly what we're here for.
— WE KNOW WHERE YOU ARE RIGHT NOW
A lot just changed.
And you're handling all of it
at the same time.
“I have more money than I’ve ever had and I genuinely don’t know what to do with it first.”
“Everyone around me has an opinion about what I should do. Some of them are probably trying to help. Some of them probably aren’t. I can’t always tell which is which.”
“I feel like I’m supposed to feel grateful and excited. And I do. But I also feel more anxious than I expected. Like there’s suddenly so much more to lose.””
Whether this wealth came from a divorce settlement, an inheritance, or the sale of a business you spent years building — the moment you're in is real, it's significant, and it deserves more than a boilerplate portfolio and a quarterly statement. You deserve a team that treats the whole situation with the care and clarity it requires.
— YOUR SITUATION
Every wealth event is significant.
Each one is also entirely its own.
Where this wealth came from shapes everything about how it needs to be handled — the tax implications, the emotional weight, the timeline, the decisions that need to happen first. We work with clients navigating all three of the most significant wealth transitions.
You've received an inheritance.
Money and grief rarely feel separate. And they don't have to be handled separately either.
Receiving a significant inheritance often comes with a complicated mix of gratitude, grief, responsibility, uncertainty, and sometimes guilt. There's no socially scripted way to feel about it. And meanwhile, there are real financial decisions that need to be made, often before you feel ready to make them.
What's specific to your situation
Inherited assets often come with embedded tax considerations, required distributions, and decisions about whether to keep or liquidate. Understanding what you've received, and what the options actually are, is the essential first step. We handle that with both the technical precision and the patience it requires.
You've received a divorce settlement.
This is a financial fresh start. It can also feel like the most overwhelming moment of your life.
A divorce settlement frequently represents the largest sum of money a person has ever managed independently. At the same time, it arrives in the middle of an emotionally exhausting life transition when clarity is hardest to access and the stakes feel impossibly high.
What's specific to your situation
Divorce settlements often involve QDROs, property transfers, insurance restructuring, and a complete rebuilding of your financial picture as an individual. Getting this right from the beginning rather than having to correct mistakes later matters enormously. We've guided many clients through exactly this transition.
You’ve sold your business.
You spent years building it. Now the question is what you build next - and how you protect what you’ve created.
A business sale is typically the single largest financial event of a founder's life. The proceeds represent not just wealth but years of work, risk, and identity. The transition from builder to steward is significant, both financially and emotionally, and it requires a different kind of planning than you've needed before.
What's specific to your situation
Business sale proceeds come with complex tax considerations, timing decisions, and often a fundamental shift in how your income works. Liquidity that wasn't there before now needs a structure: one that protects it, grows it, and converts it into the financial freedom you built the business to create.
Any one of these can be one of the most complex financial and emotional moments you navigate in your lifetime. The pressure to make the right decisions quickly, the awareness that mistakes at this stage are costly, and the weight of managing wealth that may feel unfamiliar — all of it is real.
You don't need to have it sorted before you call us. Helping you sort it is exactly what we do. And we do it without rushing you, without selling you products, and without making you feel behind for not already knowing the answers.
— THE PROCESS
A clear process for an unclear moment.
Here's what happens.
When significant wealth arrives suddenly, there's rarely a clear map for what to do first. We provide that map and we walk through it with you, at a pace that respects both the urgency of certain decisions and the time you need to make others well.
01
We listen before we advise
FULL CONVERSATION
The first meeting is about understanding your situation fully: where the wealth came from, what exists, what decisions are already in front of you, and what you actually want your financial life to look like from here. Nothing is too complicated or too messy to bring to this conversation. We've heard it all, and we don't judge any of it.
02
We protect the assets while we plan
IMMEDIATELY
Significant wealth sitting uninvested, or invested hastily, both carry real risk. Our investment team ensures your assets are held safely and appropriately while we build the right long-term structure. There is a right way to hold wealth while decisions are being made. We hand that from the start so nothing is exposed unnecessarily.
03
We map the full financial picture
MONTHS 1-3
We’ll go through cash flow, tax implications, estate considerations, insurance gaps, and investment structure. We map everything and identify what needs attention first, second, and over time. You walk away knowing exactly what you have, what it means, and what needs to happen next. Not a general overview, but a specific, prioritized plan built around your situation.
04
We build the investment strategy
MONTHS 1-3
Brad Haines, CFA, FRM, our investment partner at Juncture Wealth Strategies, designs a portfolio structure built specifically around your goals, timeline, and your relationship with risk. A portfolio built with institutional sophistication, tailored specifically to your needs, that grows and evolves with you over time as those needs and goals change.
05
We address what’s underneath
THROUGHOUT
A wealth event of this magnitude often surfaces questions that aren't purely financial. What does this mean for how you see yourself? What patterns around money have you carried that now need to change? How does this affect your business, your relationships, your sense of what’s possible? These aren’t soft questions, they directly shape financial decisions. Lauren Ammon’s Human Design work and Hannah’s money story coaching address them as part of your engagement, not as an add-on.
06
We stay with you
ALWAYS
A windfall isn’t a one-time event, it’s the beginning of a new financial chapter. Life keeps moving. Priorities shift. Opportunities arise. The plan is just the first step. We’re the team that stays in your corner as your financial life evolves, adjusting, advising, and supporting at a pace that’s right for you.
— A NOTE ON URGENCY
One of the most valuable things a good advisor does in the immediate aftermath of a wealth event is tell you what doesn't need to happen yet, and make sure the things that do need to happen are handled correctly and on time. Here is what we see clients get wrong most often when they navigate this moment without guidance:
Some decisions can wait.
A few genuinely cannot.
Making large investment decisions too quickly, before a complete financial picture exists and before the tax implications are understood
Letting assets sit in cash for too long out of uncertainty, which has its own real cost over time
Missing time-sensitive tax elections or deadlines that can't be recovered after the fact
Trusting advice from people, including well-meaning family and friends, who have an interest in the outcome or simply don't have the expertise
Making significant gifts or transfers before understanding the tax and estate implications of doing so
Delaying professional guidance because the situation feels too complicated or emotionally raw to begin
The cost of waiting is often higher than people expect. Not just financially, but in the weight of carrying this alone while decisions accumulate. Getting the right team in place early is one of the highest-value moves you can make.
Our approach to timing: We move at the pace the situation requires which is sometimes faster than you expect on certain decisions, and more measured on others. Part of what we do is help you tell the difference. You will never feel rushed toward a decision that doesn't need to be rushed, and you will never miss a deadline that matters.
You don't need to arrive with clarity. You just need to arrive. We'll build the clarity together.