Thoughtful guidance for a life-changing moment.

An inheritance, a business sale or a settlement brings real opportunity, but also real pressure. We give you the time and space to acclimate before making any major decision, then help you build a plan designed to make the most of it.

Where We Help

Wealth & Investment Management

Building a disciplined investment plan around assets that arrived all at once.

Estate & Charitable Giving

Deciding how your new wealth fits into your estate plan and any giving you’d like to do.

Risk Management

Making sure the right insurance is in place to protect what you’ve suddenly acquired.

Cash Management

Creating a plan for day-to-day cash flow, so a windfall doesn’t quietly slip away.

Coordinating Other Professional Advisors

Working alongside your attorney and CPA, so every part of your plan lines up.

Our Process

A clear path, taken one step at a time.

Every situation is different, but the process stays consistent. We move through it at your pace, never rushing ahead until you’re ready for the next step.

Stabilize

Pause before acting. We give you room to think clearly, with no pressure to decide right away.

Plan

Build a comprehensive plan around your goals, your tax situation and the life you want ahead.

Integrate

Put the plan into action, then adjust as life settles into its new, more secure normal.