Whether you have sold a business, inherited a large sum, exercised stock options, received a divorce settlement, or simply have a sudden increase in income or assets, managing newly acquired wealth can present various challenges. All too often the unique challenges of appropriately investing these assets can be overwhelming and clients often find themselves in need of professional assistance. Our goal is to work closely with you in preparing for the changes life brings to your financial situation on issues surrounding:

  • Blending new assets with an existing portfolio.

  • Examining strategies of investing a fixed amount vs. investing slowly over time.

  • Evaluating your new financial position in relation to short vs. long term goals.

  • Understanding the differences in inheriting stock, cash, real estate.

  • Income tax considerations, compliance and mitigating taxable ramifications.

  • Contemplating what uses your new wealth will give you the most satisfaction.