Because wealth and well‑being are inseparable, Altruist™ provides dedicated Life Care Planning and Advisory Services for beneficiaries with unique needs and aspirations—including those living with disabilities. Drawing on a medical background, extensive experience, and strict fiduciary oversight, we craft personalized plans that advance each individual’s career, educational, medical, physical, and personal goals. A rigorously vetted network of specialists—cultivated over decades—forms a customized, highly accountable advisory team for every beneficiary, ensuring compassionate guidance and measurable results at every life stage.

We combine this commitment with cutting‑edge, secure technology. Our end‑to‑end encrypted systems allow you to access your dedicated team, services, and support remotely, easily, and confidentially—whether you reside in the United States or abroad. There’s no need to travel to a stuffy, hard‑to‑access business office. Should an in‑person meeting be required, we’ll come to you.