Sudden Wealth Life Events

What is Sudden Wealth?

Sudden wealth is anytime you are suddenly responsible for significantly more money than you've ever been responsible for before.


Sudden wealth is not just about winning the lottery. It is more common than most realize. Sudden wealth can be created as a result of many types of life events like retirement, inheritance, selling a business, legal and insurance settlements, bonuses, leases and royalties from oil and gas, corporate events, and even divorce. 



What are Sudden Wealth Life Events?

At Quartz Financial, we have 50+ years of experience serving clients who have already attained wealth or are preparing for a significant financial windfall through an array of unique life events.

Does this describe you? Check out our client's common Sudden Wealth Life Events below:

Retirement

Retirement

Business Sale

Business Sale

Inheritance

Inheritance

Loss Of Spouse

Loss Of Spouse

Lottery Jackpot

Lottery Jackpot

Athlete/Entertainer Contract

Athlete/Entertainer Contract

IPO/Acquisition

IPO/Acquisition

Legal Settlement

Legal Settlement

Trust Distribution

Trust Distribution

Bonus/Commission

Bonus/Commission

Insurance Claim

Insurance Claim

Event Winnings

Event Winnings

Sudden Wealth Resources

We understand the financial and emotional challenges of sudden wealth situations, and we are committed to educating the public and financial services industry on this important aspect of wealth management. Our founders are national speakers and consultants to groups and individuals affected by sudden wealth life events. They have published four books and created the Sudden Wealth Center as a resource focused specifically on the unique issues of sudden wealth, with videos, blogs and more.

Sudden Wealth Books

Sudden Wealth Books

As a team, Shane Moore and David Rust have authored four books tackling the topics of Sudden Wealth and its implications on people's lives. Whether it's going through issues of grief, windfalls, business sales or more, Moore and Rust put their experience decades of experience to paper in these easy to pick up volumes.

View Our Books
Sudden Wealth Video Series

Sudden Wealth Video Series

Sudden Wealth comes in many shapes and sizes. After decades of experience, Moore and Rust stepped behind the camera to walk through examples of sudden wealth and the topics surrounding it.

View Video Series
Sudden Wealth Speaking

Sudden Wealth Speaking

Rust and Moore speak nationally to community groups, industry conferences, and educational symposiums on the topic of Sudden Wealth. Interested in booking them? Learn more by clickin the link below.

Speaking Opportunities

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