Hestia Wealth & Wellness LLC

Hestia Wealth & Wellness provides financial planning, consulting and wealth management to individuals, trusts and estates with family members who have special needs or disabilities. Its services emphasize special‑needs planning tasks such as SSI/SSDI and Medicaid eligibility analysis, ABLE account coordination, special needs trust guidance, care team coordination and succession or legacy planning.

For investment management, the firm intends to allocate client assets across mutual funds, ETFs, individual securities and alternative investments and may recommend privately placed collective vehicles where appropriate. It relies on an outsourced chief investment officer to implement model portfolios and investment strategy while retaining responsibility for due diligence and ongoing oversight; OCIO costs are passed through to clients and the firm discloses that the OCIO’s minimum fee structure creates a potential conflict of interest.

The firm is newly formed and currently reports no assets under management or active clients, yet has organized its practice to combine hands‑on special‑needs planning, trustee education and ongoing family coordination with outsourced institutional investment resources and integrated custodial services. Noteworthy operational disclosures include minimum planning fees tied to selected service levels, direct fee debit and standing letters of authorization for distributions, and receipt of non‑transactional benefits from its recommended custodian, all of which the firm discloses as potential conflicts.