Have you experienced a Wealth event? Do You Need Help?



We advise on a broad range of services to fully meet the needs of our family office and high net worth clients.

Instant Wealth or Wealth Events

Have you experienced a wealth event? If so, you may feel confused and overwhelmed at what to do next. There’s so much to consider when coming into a large sum of money. You don’t want to make mistakes and jeopardize your lump sum payment. Making wise decisions is all about consulting the right experts such as Certified Financial Planners (CFP®), Tax Accountants, and Estate Planning Attorneys.

What are common wealth events?

  • Winning the lottery
  • Insurance settlement
  • Divorce settlement
  • Pension lump sum
  • Inheritance
  • Becoming famous overnight in entertainment or athlete
  • Stock options and employee benefits.
  • Gift
  • Proceeds from sale of property, business or equipment
  • Legal settlement
  • Marriage

Need help? We are here for you!

Whatever your wealth event, our Family Office Services can help. Please see below for a listing of our services or contact us for a consultation.

or risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Client Centered

Request a 30 Minute Phone Consultation

All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure.  Schedule your call automatically on our CONTACT PAGE or phone us directly at (707) 935-1124

We look forward to speaking with you!

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.