Special Needs Trust
Taking care of a loved one with special needs and/or chronic illness, now and in the future, can be managed by establishing a fiduciary relationship. Instating a special needs trust means you’re financially caring for your loved one without jeopardizing their eligibility for income-restricted public assistance and disability benefits. We’ve helped a myriad of families create a special needs trust to ensure their loved ones are cared for now and in the future.
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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