Sudden Wealth Life Events

Have You Experienced One of These Sudden Wealth Life Events?

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

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:

Business Sale

Business Sale

Inheritance

Inheritance

IPO / Acquisition

IPO / Acquisition


Performance Contract

Performance Contract


Legal Settlement

Legal Settlement


Trust Distribution

Trust Distribution

Bonus / Commission

Bonus / Commission


Lottery Jackpot

Lottery Jackpot

Retirement

Retirement

Insurance Claim

Insurance Claim

Real Estate Sale

Real Estate Sale

Event Winnings

Event Winnings


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