Special Strategies for Special Needs

Vincent Grenier has a background that includes master's degrees in both social work and psychology. He also has extensive experience counseling people with disabilities, and their families.

Vincent works with a number of families with special needs loved ones, and the issues that they face can be quite unique.  Vincent can collaborate with a family’s attorney and trustee.  Or, when appropriate, Wells Fargo Bank can be brought in to provide fiduciary services.

Vincent has used a wheelchair all of his life.  So, his professional experience, coupled with his personal perspective, helps families deal with the difficult financial issues related to managing medical costs and providing the best quality of life for their loved one with special needs.

Private Bank Special Needs Trust Services

Private Bank An Overview of Special Needs Trusts

Another option for assisting those with disabilities: ABLE accounts

The Private Bank provides products and services through Wells Fargo Bank, N.A, member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Brokerage services offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A. (WFB). WFB offers various advisory and fiduciary products and services, including discretionary portfolio management. Financial Advisors of Wells Fargo Advisors may refer clients to the bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services. WFB is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to WFB accounts.

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