The Heaphy Group Services
The Heaphy Group provides highly professional and proven services for the administrative/investment management of trusts and the investment of other client funds. Trust management requires coordination of needs, often of multifaceted family groups, as well as those in the future who may not be part of a family grouping.
Individuals in advanced years often require more attention, understanding and flexibility on the part of the investment advisor and/or trustee, (particularly where life in later years can require many decisions). Those are often decisions having little to do with personal finance, but with an individual's unique circumstances such as, life style changes, independence, and more.
Heaphy Trust Group prides itself as being particularly good at working not only with individuals, but also with the individual's legal counsel and others to develop a strategic plan for those who have reached a point in life where more hand holding is helpful.
Heaphy Trust Group and Heaphy Investments, LLC work also with those who benefit from IRA's, Spousal Rollovers and various Charitable Trusts. We have significant experience in working with non-profit organizations in managing endowments and funds requiring specific management needs. Such accounts are purely investment management accounts which are governed by a simple Agency Agreement and where our investment expertise is helpful in developing strategies to achieve income/growth goals.
Reporting for both Trusts and Agency relationships is only successful if clients are reassured that we are achieving their needs with appropriate goals and objectives. Our policy is to meet with clients to review the past performances with the established strategy, and to reassess and make changes if necessary. Our motto in part is "keep it simple" and "understandable".
- Fiduciary tax preparation
- Accounting for tax preparation, as well as information helpful in projecting fixed and variable amounts for budgeting
- Oversight of care management for those requiring medical and custodial care at home or while living in a retirement community or extended care facility
- Bill paying
- We are available 24/7 - our answering service (a live person) is on call when the office is closed and notifies the staff member who is on deck
DISCLOSURES: Investment advisory services provided through Heaphy Investments, LLC. Heaphy Investments, LLC is an investment adviser registered with the Commonwealth of Massachusetts. You should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Heaphy Investments, LLC. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise. To the extent that a reader has questions regarding the applicability of any specific issue discussed herein to their individual situation, they are encouraged to consult with the professional advisor of their choosing. A copy of our written disclosure statement regarding our advisory services and fees is available upon request. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. Past performance is no guarantee of future returns.
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32 Hampden Street, Springfield, MA 01103