Company

Windfall Advisors

Investment Management Santa Monica, California, United States 1 employees

Employees: 1

www.windfalladvisors.com LinkedIn

Windfall Advisors Overview

Headquarters: Santa Monica, California, United States
Website: www.windfalladvisors.com
Industry: Investment Management
Employees: 1
Founded: 2020
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

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

About Windfall Advisors

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..