Elder Law Management, Elder Law Planning Services

Overview

Elder Law Management, Elder Law Planning Services operates as a corporate adviser focused on providing portfolio management alongside accounting and elder-law related services. The firm charges fees as a percentage of assets under management and appears to position its advice toward individuals and small businesses rather than institutional mandates. Its activity profile shows a strong tilt toward non-discretionary relationships, implying the firm generally provides recommendations while clients retain execution authority. The firm reports no formal ESG focus and is not identified as a multi-state adviser. Service lines combine traditional advisory work with accounting and legal-adjacent activities, which suggests investment advice is often delivered in the context of broader wealth, tax and estate planning for older clients or small business owners. The firm is classified as unclassified for regulatory purposes and is owned by an individual.

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Investments & Alternatives

Location & Offices