
New Member
Hestia's mission is to bring clarity, compassion, and confidence to the financial planning process, blending wealth management with resources that support long-term care, independence, and quality of life.
Services Include:
- Comprehensive financial planning tailored to families with unique needs
- Guidance on Special Needs Trusts, ABLE accounts, Medicaid waivers, and government benefits
- Investment management designed to align with client goals and values
- Education and advocacy to help clients feel empowered, not overwhelmed
Hestia Wealth & Wellness closes the gap between traditional financial advising and the specialized planning families with disabilities deserve. It's not just about managing money—it's about building futures with dignity, inclusion, and heart.
Member Since: 2025