Wealth Events

A wealth event brings with it complexities that touch us emotionally and financially. Prosperity Wealth Advisors is here to help with the process of managing your wealth event.

Wealth Events Joseph Polanski Georgia Wealth Advisors

What is a wealth event? It is the receipt of a substantial sum of money as the following:

  - Substantial Inheritance

  - Winning a lottery

  - Legal settlement

  - Lump Sum Retirement/Pension payout

  - Sale of Real Estate/Family business/Closely held business


   - Other family assets

   - Exercising stock options

   - Capital markets transaction, like an initial public offering

   - Divorce

Prosperity Wealth Advisors works with clients in Flowery Branch, Gainesville, Buford, and Cumming Georgia. We also work with clients all over the United States using video and virtual technologies.