Sophisticated wealth management

Losing a spouse or partner

The moment you experience the death of a spouse or partner, your world changes forever. Whether the loss is sudden or expected, you must make important decisions that will affect the rest of your life. It can be a confusing, overwhelming time, especially if your spouse or partner was the one who took the greater interest in managing the family’s finances. And grief can cloud your ability to make sound decisions.

Going solo doesn’t mean you have to do it alone. We can help you figure out priorities, and then work with you, over time, at your pace, as you get ready to take the next steps to plan your own future.

We’re here to help you gain confidence in your decisions, both with endings and new beginnings.