We are a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.
We understand the implications of the Uniform Prudent Investment Act, various state Probate Codes, various state Rules of the Court and the National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.
Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries/Guardians, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
Services
Accepts Trusts/Business in Other States
Services Offered
Insurance, Insurance - Life, Financial Advisor, Family Office Advisor
Types of Trusts / Specialties
Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney