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Inherited Wealth

A portfolio that transitions with you

Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.

Three Stress-Free Models…

We’ll help you figure out which model is best for you and automatically update it as you move through the inheritance process.

STAGE 1: THE LEGACY MODEL 0% Stocks, 100% Bonds

Designed for those early on in the inheritance process, this low-risk portfolio allows you to set your money aside and focus on what matters.

STAGE 2: THE PATIENCE MODEL 10% Stocks, 90% Bonds

Designed for those who just received an inheritance, this portfolio provides slightly more market exposure as you begin to think about next steps.

STAGE 3: THE HORIZON MODEL 30% Stocks, 70% Bonds

Designed for those a little further removed from receiving an inheritance, this portfolio provides even more market exposure. After six months in this portfolio, an advisor will call you to help you think through what’s best for your financial future.

…With Uncompromised Features


Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.


Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.


Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

How We Can Help You:

Uncover important inheritance tax considerations.Understand the special restrictions or requirements involved with some inherited assets.Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate.Learn about your choices for inherited IRA’s.Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.

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Demand Comfort

What is an Inherited IRA?What records do I need to gather and review?What are the legal and tax issues associated with settling an estate?Will my inheritance go through probate?Will I pay taxes on my inheritance?Are there any special restrictions or requirements after I receive inherited assets?


Open an Inheritance Portfolio today

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    1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.

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