Investment Philosophy
Before we build any portfolio, we seek to understand your specific goals, vision for your loved one’s future, and current state of your financial plan.
We’ll make sure your investments position your family well to achieve success in your lifelong planning through a diversified, hands-on, but steadfast approach through market volatility.
Investment Advisory Services
Our investment advisory services focus on the complex investment needs of special needs families, their private trusts and other investment accounts. Our team understands that alongside physical, mental, and emotional health, finances play an important role for people with disabilities and their families. Therefore, the investment plan created by our team is guided by the objectives and vision of our clients.
Our team of special needs planners are knowledgeable in the areas of financial, estate, and tax planning strategies; as they are related to government benefit programs for people with disabilities. We combine the two areas of expertise to create wealth management strategies tailored for special needs families.
Special Needs Trusts
Working with a financial team that is experienced in managing funds within a special needs trust to meet the unique needs of a beneficiary experiencing disability is crucial. Often times, administering a special needs trust means having a special understanding of the intricacies and nuances of these vehicles, as well as an empathetic and thoughtful approach for all those involved.
For more than a decade, we’ve gone beyond just recommending an investment strategy, diving deeper to assist trustees in making informed and forward thinking decisions that can be greatly impactful on the life of a special needs trust beneficiary.
Guardian and Conservator Accounts
Families are at the core of everything we do. In working with over 4,000 families within the special needs community across 8 states, we understand the importance of a strong, transparent relationship between Guardian/Conservator, and the professional team that helps them manage funds on behalf of a disabled beneficiary.
Because family members, home care agencies, and community resources are irreplaceable assets in creating a higher quality of life, we help coordinate between them and drive meaningful conversations that lead to a secure plan for the future.
When Should Families Discuss Special Needs Trusts and Investment Planning?
In every situation, the sooner you can start the conversation when it comes to building a comprehensive special needs life care plan, the better. The investment planning component of your loved one’s plan is no different.
Developing a wealth management strategy that takes into account disability services, lifetime support, and the luxuries that make life gratifying, is what we do.