Your Legacy Starts With a Plan
Received an Inheritance? Make It Count.
Sudden wealth can be overwhelming - but with the right strategy, it can be life-changing.
or call 323-615-1427
Sudden Wealth Brings Big Decisions
Whether your windfall comes from an inheritance, business sale, or other life event — managing newfound wealth can feel overwhelming. You may be wondering:
What do I do after receiving an inheritance?
What are the tax implications?
What are the inherited IRA /inherited 401(k) rules?
We help you find clarity, confidence, and direction — so your wealth serves your goals, not the other way around.
Why Work With a Fiduciary Advisor?
Always in Your Best Interest
100% fiduciary. No commissions. No product sales. Just advice designed for you.Evidence-Based Strategy
Diversified, disciplined, and built around your goals — not market hype.Sustainable, Long-Term Focus
We believe wealth is about impact — for your family, your future, and your community.
Who We Work With
We partner with individuals and families who have $400k+ in investable assets. This ensures we can deliver the level of personalized planning, Investment management and sustainable wealth strategies our clients value most.
It’s Time to Feel Confident About Your Future
Your inheritance represents more than money — it’s legacy, responsibility, and opportunity. Call us at 323-615-1427 or use the link below to schedule a complimentary Discovery Call with Impact Fiduciary.
Fee-only. Pasadena-based. 100% Fiduciary.
What our clients are saying
Location
21 Miller Alley, Suite 210
Pasadena, CA 91105
Hours by appointment only:
Monday – Friday 8am - 5pm
Saturday 8am - 10am
Phone
(323) 615-1427
