ElderCare Division

The WEALTH MANAGER GROUP LLC recognizes that as America ages, many persons in the community are no longer able nor wish to be as involved in the management of their financial affairs. They may not wish to involve family members nor have any family members living locally to assist them with management of their financial affairs. At risk is their ability to continue to live independently. While the Wealth Manager Group is typically compensated exclusively for portfolio management services, the scope of services provided to our retired clients includes much more. Cash management is just one example of a complementary service offered as part of the portfolio management process.

Family members living in other communities are concerned that their older family members receive proper care and services during retirement . They want to ensure that they are not abused by unscrupulous parties who prey on older people. Therefore, this service is being offered to assist our retired clients to meet both their financial & personal needs. With the approval of our clients, we routinely communicate with their family members regarding the needs of their retired relatives and the degree to which those needs are being met by the proper caregivers. We also work closely with Private Fiduciaries who serve as Trustees and act as the primary decision makers for our clients.