The

Sudden

Wealth

Advisor

TAKE CHARGE OF YOUR

SUDDEN WEALTH

Download the Sudden Wealth Playbook to get our best tips and learn what pitfalls to avoid.

People acquire sudden wealth in a number of different ways. Most people think of sudden wealth as winning the lottery. While lottery winners are certainly sudden wealth recipients, they are rare. More commonly, my clients gain sudden wealth because they’ve lost their spouse (either through death or divorce), sold their business, inherited family assets, won legal settlements, or are simply retiring. Despite how someone acquires their wealth, there is always one constant: sudden wealth should be approached thoughtfully with an eye toward the future.

Sudden Wealth

Despite how someone acquires their wealth, there is always one constant: sudden wealth should be approached thoughtfully with an eye toward the future.

Kranston Kincaid is a registered representative and investment advisor representative of Hilltop Securities, Inc.
Hilltop Securities, Inc. (HTS) is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. For clients and interested investors needing brokerage services and/or investment advisory services must reside in states in which HTS or its financial advisors are qualified to provide these services. HTS does not attempt to furnish personalized investment advice or services through this website. HTS is a wholly owned subsidiary of Hilltop Holdings, Inc., (NYSE:HTH) with offices at 1201 Elm Street, Suite 3500, Dallas, TX 75270, (214) 859-1800. Member NYSE, FINRA, SIPC. 


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Kranston L. Kincaid, CDFA® 

Vice President Financial Advisor