Your Inheritance,
Handled With Care
When an inheritance changes everything,
we help you navigate what comes next.
An Inheritance Can Multiply Your Net Worth Overnight
Whether you’ve had years or days to prepare, you still feel the weight of decisions that you don’t want to face alone.
If you’ve recently received an inheritance (or expect one soon), you need a plan that encapsulates your goals, your own legacy, and your desire to do right by your loved ones.
Are You Asking…
Can I use this inheritance to retire earlier?
Do I owe taxes? Will I owe taxes? Is there a way to minimize them?
How do I avoid making costly mistakes or regrets?
Here’s How We Help
Asset
Guidance
Asset
Guidance
Whether you’ve inherited a family home or multiple savings accounts, we’ll help you determine what best suits your needs.
Tax
Planning
Tax
Planning
With an understanding of how your inheritance is taxed, we’ll help decide what to keep, transfer, or invest (without costly surprises).
Investment Management
Investment Management
Our portfolios are built to align with your goals, timeframe, and risk comfort, helping you turn your inheritance into a lasting source of stability and opportunity.
Family & Legacy Planning
Family & Legacy Planning
Let’s continue your story with a plan that reflects your values, supports loved ones, and preserves your family’s legacy for generations.
Don’t Just Take
Our Word for It
SEE WHAT clients HAVE to say
ABOUT WORKING WITH US
From Our Family to Yours, We’re Here to Help
Headquartered in Santa
Barbara and Supporting
Inheritors Across the Country
Steady guidance led by CERTIFIED FINANCIAL PLANNER® professionals to
address this sudden (and life-altering) change to your financial picture.
A combined 50+ years of experience, used to address your evolving
needs and identify new opportunities
Total coordination and transparency between your other professionals,
including estate attorneys and accountants
Explore Our Inheritance
Success Stories
Taking the Reins
When Amy became trustee and Power of Attorney for her parents, she needed guidance. With support, she gained control which made for a smooth transition when her parents passed.
A New Chapter
Navigating a complex inheritance can be overwhelming. With careful planning and guidance, Erika and Jeremy built a stable path for their family’s future.
From Chaos to Clarity
Navigating grief and finances after her husband passed felt daunting. We helped Carla organize her financial life so she could focus on healing and moving forward.
Resources & Insights
Inherited Recently?
Protect the wealth you’ve received with our checklist of five of the most common, avoidable pitfalls we see.
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Don’t Burden Your Kids: 5 Estate Planning Steps They’ll Thank You For
Read more: Don’t Burden Your Kids: 5 Estate Planning Steps They’ll Thank You For
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What to Do With Your Parents’ House After They Pass
Read more: What to Do With Your Parents’ House After They Pass
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Inheritance Taxes: The Big Picture Without the Overwhelm
Read more: Inheritance Taxes: The Big Picture Without the Overwhelm