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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 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.

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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

What To Do if Your Aging Parents Don't Want Help

Posted January 29, 2021
in Elderly Care

What To Do if Your Aging Parents Don't Want Help

There will come a time when your parents need help, but they may resist it. Instead of fighting them, this is what to do if your aging parents don't want help.

Top Things To Know When Bringing Your NICU Baby Home

Posted February 19, 2021
in Care Management

Top Things To Know When Bringing Your NICU Baby Home

You want the safest situation for your high-needs baby, so prepare yourself ahead of time. These are the top things to know when bringing home your NICU baby.

Ways To Make Your Home Safer for Your Aging Parents

Posted January 15, 2021
in Senior Housing Placement

Ways To Make Your Home Safer for Your Aging Parents

Older adults need certain accommodations in their living situation to ensure safety. Check out these ways to make your home safer for your aging parents.

Talk to a Care Management Advisor

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

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