WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

Services Offered

• Investment Advice
• Investment Management
• Financial Planning

About

Windfall Financial Advisors is an independent Registered Investment Advisor (RIA) located in Santa Monica, California. The firm specializes in providing investment advice, management, and financial planning services tailored to clients experiencing sudden wealth scenarios. Their expertise includes managing investments for inheritances, lottery winnings, business or property sales, and settlement awards. Windfall Financial Advisors is dedicated to assisting individuals and families who are navigating the complexities of wealth management following significant financial events.

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