A single winner could walk away with roughly $800 million after taxes or equal installments over the next 30 years and although the single winning ticket will yield unprecedented amount, many of the financial considerations are not unique.

You deserve a one-of-a-kind financial plan. We’re a one-of-kind wealth strategy firm. Here’s why:

• We do the legwork. You can rely on us to coordinate and collaborate with other members of your wealth management team: Attorney, accountant, banker, insurance provider and investment provider.

• Research drives us. We carefully select our investment product options, conducting extensive due diligence that includes personal site visits to meet and evaluate fund managers.

Investment Research Process