Prudent Investors Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.
National Care Advisors We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.
21st Century Care Solutions We are a small intervention based Care Management and Fiduciary Services team located in the East Bay of the San Francisco Bay Area.
Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
Aspiriant
Colvent Group
Continuity Care Home Nurses, Inc.
CPT Institute
Echo45 Advisors
Exchange Bank
Geffen Real Estate
Hummingbird Project
Intero Max and Amy de Vries Realtors
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
Mass Mutual – Special Care
Medivest Benefit Advisors, Inc.
Merrill Lynch
Michael J. Stephens, Corcoran – Global Living
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Sage Eldercare Solutions
Special Considerations
The American College of Financial Services
The Master Trust of California
The Million Dollar Solution
The Urbatsch Law Firm, P.C.
True Link Financial
Trust Properties USA
Watson & Son
Wealthcounsel
Wells Fargo Bank