Windfall Advisors
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A bypass trust can be an important part of an estate plan for families looking to preserve wealth and provide for future generations. While every financial situation is unique, understanding how these trusts work can help you make more informed decisions about protecting your legacy. Learning about estate planning tools today can make a meaningful difference for your loved ones in the years ahead.
Learn more: www.windfalladvisors.com
07/03/2026
My husband and I have the utmost trust in Dan, with Windfall Advisors, as our financial advisor. He is knowledgeable, professional, conscientious, and a great communicator, always considering our particular financial needs and goals. Highly recommend.
- L S
Winning MegaMillions can change your life in an instant, but your first decisions matter more than your first purchase. Taking time to protect your privacy, understand tax implications, and build a trusted team can help turn a life-changing moment into lasting financial confidence. A thoughtful approach today can make all the difference for the future.
Learn More 🌐 www.windfalladvisors.com
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Address
100 Wilshire Boulevard, #700
Santa Monica, CA
90401
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
