September 15, 2026 – Davi Kutner, Partner at Aprio Wealth Management, shares insights with Financial Planning on how advisors can help clients navigate sudden financial windfalls. Davi explains that the true impact of a windfall depends on a client’s starting financial position and personal circumstances, noting that the same amount of money can be life-changing for one person and relatively insignificant for another.
Davi also highlights the importance of helping clients strike a balance between preserving and enjoying their wealth. He notes that some individuals need reassurance that they can responsibly spend money on experiences and goals that enhance their lives, reminding clients that wealth should ultimately serve a purpose and provide benefit during their lifetime.
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