sudden wealth management firms

we are certified and fiduciary financial advisors and have 25 years of experience helping those with sudden wealth. most of us are used to gradual money—earning an income and building a nest egg over time. as our net worth increases over the years, we adapt and slowly become more financially sophisticated. then there’s sudden wealth. it’s like being on the ground floor of a 60-story building and rocketing to the penthouse suite in seconds. read about each of the sudden wealth categories below and see why we are recognized nationally as the sudden wealth management experts. robert pagliarini, phd, cfp®, ea has over 25 years of experience as a fiduciary financial advisor for sudden wealth recipients. we provide financial advice we think is best for your situation. we are fiduciary financial advisors – we always put our clients’ interests first.

we do not have our own products we will try to sell you. we only recommend strategies and investments that we think are best for you. we try to make everything as transparent as possible so there are no surprises. a real fiduciary also means that we are not part-time fiduciaries. we put our client’s best interests first in all cases and at all times. we are fiduciary financial planners, which means we always put our clients’ interests first. our founder, robert pagliarini, phd, cfp, ea, has over 25 years of financial planning and investment management experience. advisory services are only offered to clients or prospective clients where pacifica wealth advisors, inc. and its representatives are properly licensed or exempt from licensure. past performance is no guarantee of future returns. no advice may be rendered by pacifica wealth advisors, inc. unless a client service agreement is in place.

for the relationship to flourish, the client needs to feel a sense of trust and reassurance right from the start. “when people haven’t had time to prepare, it feels more overwhelming [to gain sudden wealth],” said susan bradley, author of “sudden money: managing a financial windfall.” “the change is the stress point, not the money itself.” in their former lives, these newly wealthy people probably faced limited choice in navigating their career and deciding how to spend their time. that responsibility can, in itself, immobilize them as they come to grips with the magnitude of their situation. “we created it to help advisers manage change,” said bradley, the chief executive of the sudden money institute in palm beach gardens, fla. participants learn how individuals cope with upheaval, especially when they receive an expected — or unexpected — fortune. “i spent all this time with the client, and then all of a sudden they’re gone,” they often tell bradley. in the training, bradley begins by instructing advisers on how to assess a newly wealthy client’s situation.

advisers who charge a retainer, perhaps on a monthly or quarterly basis, are positioned to take on these clients, bradley says. their trust level is really low.” when working with such clients, be prepared for emotional conversations. cicily maton, a chicago-based ceft®, says that a key to handling clients who experience sudden wealth is listening to them. teasing out of them what they are feeling is the first and biggest chore” for the adviser. she cites the example of a retired couple in which the husband tracked their accumulated wealth but never discussed it with his wife. i told her, ‘you’re not alone.’ it’s all part of helping clients identify their new feelings or the feelings they didn’t know they had.” morey stettner is a personal-finance columnist for marketwatch.

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