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 the 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 are covered. Our 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