Vigilant Financial Guidance For Guardians, Conservators and Other Fiduciaries

Whether you are a professional conservator or guardian who manages a multitude of cases, or a family member navigating a conservatorship or guardianship for a loved one, you can count on Losh Wealth Management of Raymond James for knowledgeable and trusted financial guidance.

We have more than 10 years of experience in helping, guardians, trustees, conservators, attorneys, paralegals and family members fulfill their fiduciary responsibilities. We believe that hiring an experienced financial team is essential to mitigating complications of complying with both the administrative duties of financial management and the legal obligations of managing money for another person.

We are well versed in the entire process, from opening accounts to applying appropriate restrictions, as well as adhering to withdrawal requirements and providing appropriate documentation for your fiduciary reporting. We are well-versed in working with the prudent investor rule. When you work with our team, we will strive to ensure the investments within the account align with the goals, risk tolerance and investment time horizon of the ward.

We help you abide by court orders, whether submitting a signed acknowledgement of restriction of assets or funding the account within court established timelines. We work closely with legal counsel on getting funds released and distributed, and we work to ensure that money is not inadvertently released without appropriate court authorization.

While we manage the financial matters for our clients, we never forget that behind every account there are human beings and their families. It is why we are so passionate about maintaining our client-first standard of service.