Lump Sum Event not sure? ask us

Receiving a large sum of money—from events that may include selling a business, getting an inheritance or going through a divorce—may provide a once-in-a-lifetime opportunity to secure your financial future.

We can help by:

  • Serving as your “financial quarterback,” working with your tax advisors and legal experts
    to manage this significant life event
  • Providing disciplined financial planning and proven investment management expertise
    to realize the full potential of this windfall