Focus on what you love and we do the rest
Trust Administration. Daily Money Management. Health Care Coordination. For Seniors.
Who We Serve
Seniors and Busy Families
We take the burden off families by offering daily financial management and health care coordination.
Family Offices
Services include Interim C-Suite functions, M&A Advisory and Integrated Wealth Management.
Trust Administtration
We help manage financial affairs, administer trusts, and serve as Power of Attorney.
TRUST ADMINISTRATION
We serve as Trustee, Agent under Durable Power of Attorney, and more as fiduciary.
DAILY MONEY MANAGEMENT
We manage daily bills, budget, and assist with tax prep. We also offer AI-assisted identification and fraud protection.
CARE COORDINATION
Our Healthcare coordinators are experienced professionals helping refer, schedule and improve quality of care.
WEALTH MANAGEMENT
Our Clients receive free wealth management services from a professional investment and endowment manager.
Come On In