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Sudden Wealth: How to Get a Head Start With your Wealth Thumbnail

Sudden Wealth: How to Get a Head Start With your Wealth

You've recently discovered that a significant amount of money is on its way to you, or might even be sitting right now in your bank account. Maybe it's coming from an inheritance or maybe oil and gas.

Most people might think it's exciting, but you're realizing you've got some mixed feelings about it. It's pretty common to be happy and relieved that you now have more money, and to be stressed out or worried about how you're going to handle it, too.

Download the PDF here to continue reading for some insights on how to make a plan for your new wealth.

Click here to schedule your free Sudden Wealth Session!

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
Securities offered through Triad Advisors LLC, Member FINRA/SIPC. Market commentary or content is for informational purposes only. Please contact your financial advisor for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital.
Investment advisory services offered through NewEdge Advisors LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Deupree James Wealth Management, LLC and its representatives are properly licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC dba Deupree James Wealth Management, LLC unless a client service agreement is in place.