Wealth Events

A wealth event brings with it complexities that touch us emotionally and financially. Prosperity Wealth Advisors is here to help with the process of managing your wealth event.

What is a wealth event? It is the receipt of a substantial sum of money as the following:

  - Substantial Inheritance

  - Winning a lottery

  - Legal settlement

  - Lump Sum Retirement/Pension payout

  - Sale of Real Estate/Family business/Closely held business

or

   - Other family assets

   - Exercising stock options

   - Capital markets transaction, like an initial public offering

   - Divorce

Don't wait! Meet with us today to make sure you have the right path in place to grow and secure your wealth.