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Hestia Wealth and Wellness
Financial and life planning for families navigating disability and special needs, from public benefits to long-term financial security.
About This Provider
Hestia Wealth & Wellness provides comprehensive financial and life planning for individuals and families navigating disability and special needs. We help families make sense of the complex financial, legal, benefits, and life-planning decisions that can arise from diagnosis through adulthood.
Our planning may include public benefits such as SSI and SSDI, Medicaid, ABLE accounts, special needs trusts, estate planning considerations, transition-to-adulthood planning, future housing and support needs, and long-term financial security. We work collaboratively with families and, when appropriate, coordinate with attorneys, tax professionals, care providers, and other specialists to help ensure the different pieces of a family’s plan work together.
Families typically engage with Hestia through a comprehensive planning process designed to provide clarity, identify gaps, establish priorities, and create an actionable roadmap for the future. We also provide educational workshops and resources for families, employers, and community organizations seeking practical guidance on financial and life planning for people with disabilities.
Our goal is to help families move forward with greater clarity and confidence, knowing they have a thoughtful plan for both today and the years ahead.