Financial Advisor for Sudden Wealth

Darrow Wealth Management regularly works with individuals who have experienced a sudden liquidity event from an IPO, selling a business, an inheritance, trust fund distribution, or other event. We’ll work to help you develop a strategy to make the most of the windfall and develop an investment plan going forward.

Planning and Investing After a Liquidity Event or Windfall

A major liquidity event can transform your financial life. To maximize the opportunity, it’s critical to get the right team of advisors in place before making an irreversible decision. Through an ongoing advisory relationship, we aim to help ensure you are well-positioned to meet your short and long-term goals.

Our team of Financial Advisors can work to help you:

  • Discuss your goals to identify how to best utilize your new wealth in your financial plan or retirement plan
  • Decide on a strategy to best use the proceeds, including funding multiple goals and investment management services to help you diversify sudden wealth
  • Understand the tax implications of the windfall
  • Analyze different holding periods when developing a liquidation strategy, factoring in risk, cash needs, and taxes
  • Coordinate approach with your tax preparer and estate planning attorney
  • Implement a multi-year diversification strategy through an ongoing wealth management advisory relationship

 

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Meet the Advisory Team

Our team of advisors have broad and deep experience and education in the fields of investment management, financial planning, law, and tax, including CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst® designations. Learn more about the Darrow team of financial advisors.

CERTIFIED FINANCIAL PLANNER™ Boston, MA, Concord, MA        Personal Asset Management CFA

Sudden Wealth Financial Advisor

Types of Sudden Wealth Events

If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.

You can only spend a dollar once, so it’s important to have the support of a fiduciary financial advisor who will prioritize your goals and provide honest advice about what is – and isn’t – financially feasible.

Sudden Wealth Management: Putting New Wealth to Work

Your planning needs will depend on the nature of your windfall and your overall financial situation. Darrow Wealth Management is a fee-only financial advisory firm and full-time fiduciary. We regularly work with individuals after a sudden wealth event from an IPO, selling a company, or inheriting a trust fund.

By integrating financial planning with investment management, our goal is to help you build and grow your wealth. Learn more about our Wealth Management Services and how we may be able to help you.

 

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