Fiduciary, Independent, Fee Only Financial Advisors
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.
In collaboration with your attorneys or out close network of elder lawyers, we provide investment management services for various types of trust funds especially for special needs.
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
The charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
These materials have been independently produced by UAK Diversified LLC. UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas. Email me for Nationwide.