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SUDDEN WEALTH & SOVEREIGNTY ADVISORS | KELOWNA

The Money Arrived. But, the Peace Didn't.

You have one shot to get this right.

Establish your independence and set your boundaries with a Sovereignty Charter designed for Okanagan families navigating Inheritance, Business Exits, and Legal Settlements.

Radical Honesty: No hidden fees. Initial Audits are $249.

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What is "The Disruption"

In the ProsperWise framework, "The Disruption" is the immediate period of volatility following a liquidity event (Inheritance, Business Sale, or Divorce). While often clinically referred to as sudden wealth syndrome, it's a signal that your wealth has arrived before your emotional infrastructure was ready. It is characterized by emotional stress, peer pressure, and chaos.

You're in a high-cortisol state.
You don't need a hot stock tip.
You need an Advocate.

For Inheritors

"I'm afraid I'll screw this up."

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We enforce The Quiet Period—a 12-month pause to stabilize liquidity before you invest.

For Founders

 

 "Am I leaving value on the table?"

 

We conduct an Exit Readiness Audit to identify your 'Valuation Gap' 3 years pre-sale.

For Divorcees

"I just want this to be over."

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We act as your Settlement Architect, ensuring your assets secures your sovereignty.

Your Steady Guide Out of the Chaos

Rolf Issler BMgt, CLU

Rolf Issler, BMgt, CLU

Personal CFO

I am Rolf Issler. For over 20 years, I have served the Okanagan not just as a Financial Planner, but as a Personal CFO.

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The industry wants to sell you a plan and manage your assets immediately. When money arrives suddenly, the first step isn't investment—it's Governance.

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My job is to stand between you and the noise. I'm your advocate. I provide the gate against external pressure, the sanctuary for your questions, and the Charter that sets the boundaries. We don't guess with your legacy. We ratify it.

"We’re very grateful for your steady approach and, above all, your patience... You’re helping us all to learn how to create stability instead of chaos."

THE OLD WAY
(The Industry)

  • The Pitch: "Invest Immediately"

  • The Product: A 50-Page Blueprint

  • The Outcome: Market Risk & Anxiety

THE PROSPERWISE WAY
(Sovereignty)

  • The Truth: "Wait. The Quiet Period."

  • The Artifact: The Sovereignty Charter.

  • The Outcome: Verified Sovereignty

Radical Honesty: No hidden fees. Initial Audits are $249.

People Also Ask

What is the Quiet Period in inheritance planning?

The Quiet Period is a 12-month strategic pause mandated by ProsperWise Advisors. It prevents sudden wealth recipients from making major capital decisions during the high-emotion phase immediately following a liquidity event.

How much does a Sudden Wealth Audit cost?

ProsperWise Advisors charges a flat fee of $249 for the initial Stabilization Session or Exit Readiness Audit. We do not offer free sales consultations because we value unbiased truth over product sales.

Do you require a minimum asset level?

We specialize in complex liquidity events (Inheritance, Business Sales, Divorce) typically involving assets above $500,000. However, our initial Alignment Call is open to anyone seeking clarity on their sovereignty.

Do you require me to move all my assets to you?

No. We use a Transition Retainer Model (Flat Fee) for our initial planning phase. This means we can give you objective advice—like paying off a mortgage or gifting money to family—without a conflict of interest. Our advice is not tied to how many assets we manage; it is tied to your stability and clarity.

Stop Worrying About "Screwing It Up."

The chaos you're feeling is temporary, but the decisions you make now are permanent. Let us help you establish your independence, and set boundaries before deploying your capital.

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