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Learn how to manage an unplanned inheritance with expert guidance. Discover how Brickley Wealth Management helped one woman turn her $2 million inheritance into a plan for financial security, long-term growth, and leaving a legacy for her family.
Case Study

How to Manage an Unplanned Inheritance

Retirement
Legacy Planning
Investing
Estate Planning
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The Opportunity

Sarah has suddenly received an unexpected inheritance of $2 million from her deceased aunt. Feeling inexperienced and uncomfortable with managing finances of this size, she’s seeking guidance. Her goal is to invest the money wisely to grow over time, stop working, live comfortably, and leave a legacy for her children and grandchildren. 

The Solution

Through discussions with the Brickley team, we built a flexible, multi-year strategy that aligns with Sarah’s short-term and long-term goals. 

  • Developed a comprehensive financial plan that allowed Sarah to stop working and start volunteering more. 
  • Built a spending plan that considered Sarah’s expenses and existing debt.
  • Invested her inheritance in a diversified portfolio designed for long-term growth.
  • Assisted Sarah with her estate planning discussions.

Services Focus

  • Financial Planning
  • Investment Management
  • Trust & Estate Planning
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Disclaimer

We encourage our clients to provide testimonials on their experience with our firm in their own words.  We appreciate their testimonial however we do not compensate them in any manner.  We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.

How to Manage an Unplanned Inheritance

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1900 O'Farrell St #330, San Mateo, CA 94403
Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

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