Our Mission:

To act with compassion and care to elderly and disabled individuals with challenges, while striving to maintain each person’s dignity, trust, and respect, and to advocate and protect from abuse of self or others in the most efficient and effective way possible.

  • To be compassionate and caring to our clients in a way that creates trust and respect between them, their family, friends, and ourselves.
  • To stand out from other fiduciaries with a unique style that is efficient, timely, and effective.
  • To preserve and manage the client’s resources.
  • To make a positive difference in the lives of other people who would otherwise be ignored or exploited.
  • To continually improve our systems to better serve clients.
  • To eliminate preconceived notions about fiduciaries.