We take care of family

Care Management for Trust Officers and Wealth Managers

Care Management for Trust Officers and Wealth Managers

Working together to deliver optimal results for clients

Our Care Managers provide long term care expertise. We provide assessments and expert opinions for trust officers and wealth managers on appropriateness of care, cost analysis, care budgets, options, and resources. Our mission is yours, to protect and advocate for vulnerable adults. Our Care Managers serve as an advocate and liaison between clients and their trust and wealth advisors. Our Care Managers are also an excellent source of referrals for families who require wealth managers or trust officers.

Complex aging and special needs require a multitude of skills. At Fedelta Care Management, we believe in a team approach to ensure all areas of one’s life is covered. Our RN/MSW Care Managers bring health and long-term care services to your wealth management practice.


Care Management Services Beneficial to Trust Officers and Wealth Managers

  • Assess Client’s Physical, Mental, and Social Health
  • Provide a Comprehensive Plan of Care
  • Assist in Estimating Long-term Costs and Healthcare Needs
  • Provide Expert Guidance on Chronic Diseases and Dementia
  • Manage At-Home Care Budget
  • Avoid Unnecessary Healthcare Spending
  • Provide Crisis Prevention and Intervention
  • Assist with Navigating Benefits and Entitlements
  • Provide Communication Throughout Care Team
  • Appointment Accompaniment and Advocacy
  • Wellness and Safety Checks
  • Referrals to Specialists and Services



Every day, we hear from happy clients who tell us they're glad they trusted Fedelta with this important decision. We invite you to see what they have to say.

Locally Owned & Operated

Learn more about Fedelta Home Care's flexible, personalized in-home care and care management services throughout Seattle, Tacoma, Bellevue, Everett, and the surrounding areas. 

Learn more about Fedelta >

Only the Best Care from the Puget Sound's Top Caregivers

 Our in-depth caregiver screening and testing process goes far beyond Washington State's legal requirements.

Our Caregivers & Hiring Process >

Care News & Resources

Top Qualities to Look For In a Good Caregiver

Posted December 06, 2019
in Elderly Care

Top Qualities to Look For In a Good Caregiver

As your loved one's age, you don't always have time to be there for them. Caregivers are a reliable addition to your support system that can provide everything from health care to...

How Can In-Home Care Improve My Mental Health?

Posted December 05, 2019
in Care Management

How Can In-Home Care Improve My Mental Health?

With fewer friends and family members living close by, it's easy to become more isolated as we age. Chronic health conditions and depression can also keep us from reaching out to our local...

How to Afford Senior Living Homes

Posted September 04, 2015
in Senior Housing Placement

How to Afford Senior Living Homes

Few people have planned for senior living care at such a step price, and that is due to lack of knowledge of costs associated with care. This doesn't mean that you can't afford suitable...

Talk to a Care Management Advisor

Call or Email us for more information on our care management services.

Talk to a Care Management Advisor Talk to a Care Management Advisor