Why people with new wealth choose Nino?
A sudden windfall is a rare chance to set your family up, and an easy one to squander. Nino turns it into a plan for taxes, investing, and the long term.
Handle the taxes first
Understand the tax on what you received and on what you do next, so a windfall does not create a surprise bill.
Invest it with a plan
Put the money to work in a portfolio matched to your goals and risk instead of letting it sit in cash.
Make it last
Build a spending and withdrawal plan so the money supports the life you want for years, not months.
Protect and pass it on
Get wills, beneficiaries, and titling in order so what you inherited is protected for the next generation.
Where a windfall slips away
Every one of these is avoidable. Nino keeps watch year-round so you never fall into the same traps.
Ignoring the tax bill
Inheritances, stock sales, and payouts each carry their own tax treatment, and missing it can cost a large share of the windfall. Nino plans the taxes before you spend or invest a dollar.
Letting cash sit idle
A large balance parked in checking quietly loses ground to inflation and taxes every year. Nino puts the money to work in a plan matched to your goals.
Spending without a plan
Windfalls disappear fast when there is no plan for what to keep, invest, and spend. Nino builds the plan so the money lasts as long as you need it to.
The average user saves $800 their first month, $8,000 their first year.
