Individuals experiencing
major life changes

The events of life can throw a wrench in your financial plans, especially when they’re unexpected. Major life transitions require a reevaluation of your financial goals and a custom plan to help you navigate your new normal. At Private Executive Wealth Management, we serve as a sounding board in helping you navigate life changes. We understand this part of your life can be extremely emotional, which is why we serve as a trusted partner in helping you make sense of your new financial challenges.

We support clients through a wide range of life events, including:

Planned changes – Education, marriage, children, home purchases and career changes are all major milestones that must be carefully planned for. We have significant experience helping clients prepare for and navigate life’s major moments.

Divorce – You planned for a wedding, not a divorce. Finding yourself single again after a divorce can be devastating, both emotionally and financially. We help you develop a custom financial plan to support your “new normal,” taking into consideration the terms of your settlement agreement and any additional assets you may have received in the divorce. Our goal is to help you become financially secure again.

Loss of a loved one – When you’re experiencing all the emotions of losing a loved one, it can be difficult to focus on anything else. Yet, financial decisions must be made. At Private Executive Wealth Management, we seek to remove the administrative burden of sorting out your loved one’s finances so you can focus on spending time with your family. We have the compassion and integrity to help you navigate this difficult life transition.

Regardless of how or when life’s events arise, we serve as a trusted partner in guiding your financial journey — helping you move forward, once step at a time.

Ready to get started? Take the first step by scheduling a complimentary, no-obligation consultation. We look forward to getting to know you.