Your Legacy Starts With a Plan

Inheritance & Sudden Wealth Planning

Fee-only fiduciary guidance to protect your wealth, lower taxes, and create a plan you can trust.

Schedule a Complimentary Discovery Call

or call 323-615-1427

$400k minimum investment

Sudden Wealth Can Be Overwhelming.

A sudden windfall often brings a storm of tax complications and outside pressures. We provide the clarity you need to protect your assets. Let’s slow down and build a strategic, long-term plan that puts you back in control.

What we can help you:

Avoid costly tax mistakes
Create a long-term investment strategy
Protect your windfall from unnecessary risk
Navigate family and estate considerations
Decide what to do now — and what can wait

Schedule a Complimentary Discovery Call

Why clients choose Impact Fiduciary?

Always in Your Best Interest
100% fee-only fiduciary advisors. 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.

Schedule a Complimentary Discovery Call

What Happens During Your Discovery Call

During your Discovery Call - In just 20 minutes, we’ll take a high-level look at your financial picture, talk through your goals, and uncover what may be missing or at risk.
Discuss Your Financial Picture - we’ll review what you’re currently doing and identify potential gaps or stress points.
See If We’re the Right Fit - no pressure, no obligation — just a conversation about your goals and how we can help.

Schedule My Call

It’s Time to Feel Confident About Your Future

Your sudden wealth represents more than money — it’s a legacy, a responsibility, and an opportunity. Call us at 323-615-1427 or use the link below to schedule a complimentary Discovery Call.

Fee-only. Pasadena-based. 100% Fiduciary.

Frequently Asked Questions

Ready when you are.
We’d love to help you build a plan that supports your life — not the other way around. Schedule a complimentary Discovery Call.

Still have questions? | Visit FAQ

Yes — our Discovery Call is simply a conversation to see if we’re a good fit.
We partner with individuals and families who have $400k in investable assets.
View our Fee Schedule
Yes. Tax planning is a core part of our process.
No problem — we’ll still point you in the right direction.

What our clients are saying

“Add me to the list of people who agree that Patrick is a five-star financial consultant. I couldn't recommend him strongly enough.”

★★★★★
Laurence N.
“My wife and I have been working with Chris Mastro at Impact Fiduciary for only a few months, and our confidence in our financial situation has never been higher!”

★★★★★
Jeremy R.
“We cannot say enough good things about Patrick Dinan and Chris Mastro. Both of them exemplify the highest level of professionalism, honesty and expertise.”

★★★★★
Kat S.