Sudden Wealth Specialists. FEE-ONLY, FIDUCIARY. A Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country. For over a decade, we’ve been protecting, planning, and growing financial windfalls into lasting legacy’s. Inheritance. Selling your business or property. Won the Lotto. Won a Settlement. Divorce..
Company Details
- Employees
- 1
- Founded
- -
- Address
- 100 Wilshire Blvd, Suite 700, Santa Monica,ca 90401,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.windfalladvisors.com
- Keywords
- Investment Management, Investment Advice, Financial Planning, Sudden Wealth Specialist, Risk Management, Financial Windfall Specialist, Financial Planning, protecting Jackpot winners, income planning, retirement advice, investment portfolio, financial consulting, financial advisor, inheritance, divorce, selling a business strategy, lotto winner advice.
- HQ
- Santa Monica, CA
Windfall Advisors Questions
Windfall Advisors's website is http://www.windfalladvisors.com
Windfall Advisors's LinkedIn profile is https://www.linkedin.com/company/windfall-advisors
Windfall Advisors has
1 employees.
View email and phone details for 1
employees at Windfall Advisors.
Windfall Advisors's industry is
Investment Management
Windfall Advisors's top competitors are
Wingspan Legacy Partners,
Wealthhub Solutions, Inc,
Trust Company Of The South,
Falcon Wealth Planning, Inc.,
Trusthouse,
We Family Offices,
Wealthspire Trust,
Veris Wealth Partners,
The Schmidt Investment Group,
Retirement Planners Of America.
Windfall Advisors's categories are Investment Management
Windfall Advisors's founding year is 2020
