We Offer a Unique Combination of Healthcare Expertise, Estate Planning Knowledge, and Project Management Skills

When crisis strikes, many elders and their families pay upwards of $20,000 to find a stop-gap solution with costs such as emergency home care, travel, lost days at work, and childcare expenses.

With Silver Sherpa at your side, you can better manage and even avoid those moments of crisis, and get help navigating the maze of options.

We will assess the circumstances of an elderly person or couple, determine their needs and wants (now and for the future), and work with them to build and deliver actionable, pragmatic plans.


Connect with us during crisis or before crisis strikes and let your Silver Sherpa Client Director help you every step of the way.

*Anything discussed with your Client Director is confidential, and will only be shared with family members or other advisors with your explicit consent.

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