Fiduciary Wealth Manager & Fee Only Financial Planning Advisor
We work with a close network of professional advisors - such as attorneys, accountants, tax experts, and insurance brokers - so that you have a holistic wealth management strategy to execute. Or we stand ready to work with your existing team of advisors.
We seamlessly collaborate with carefully vetted trustee service professionals to provide you with comprehensive trustee service and investment management solutions.*
We serve clients in Saint Paul, Minneapolis, Rochester, near Twin City area. Email me for Nationwide.
Carefully structured trusts can help protect wealth while maintaining eligibility for Medicaid, Social Security Income and other public benefits.
Wealth stored in certain trusts can generate cash flows to enrich special needs family members without jeopardizing public funding.
Supplemental Needs Trusts are often used to receive personal injury litigation proceeds on behalf of an individual with a disability, in order to allow the person to qualify for Medicaid benefits despite their receipt of the settlement.
Special Needs - Self Funded Trust
Coordination of service providers
Supplemental Needs Trust - Third Party Funded Trust
*We can either provide a trustee service or investment management service for a client, but not both due to compliance rules. However, we work with other professionals to seamlessly perform trustee and investment management services.