Wealth is more than a number.

Experiencing a significant influx of wealth, whether from a legal settlement, inheritance or sale of a business, is life-changing. But navigating what comes next can feel overwhelming. Without a plan, it’s easy for this wealth to drift away—taxes, big purchases and unplanned expenses can quickly erode it.

This guide offers a practical, grounded approach to preserving and making the most of your new financial situation.

What’s Included:

  • Taking care of any immediate needs, like paying off debt.
  • Setting short-term goals (like buying a house) and long-term goals (like saving for retirement).
  • Building a smart money strategy that fits your life.
  • Planning for taxes and legal implications to keep your money safe.
  • How to protect your wealth from scams and other risks.

Sudden wealth is an incredible opportunity—a chance to build a life of security, create a legacy and support the people and causes you care about. But without a thoughtful approach, this wealth can also bring challenges.

Download the Guide

At Adams Brown Wealth Consultants, we’re here to equip you with the knowledge, guidance and resources to handle this change confidently and successfully. From immediate needs to long-term personal financial planning, our goal is to help you turn your wealth into a tool for lasting impact.