Aviva is a Managing Director at Wealthspire Advisors. She joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them so they feel more confident about their financial future.
Wealth managers need to help clients prepare for all future risks. We are all living longer. Healthcare costs are rising exponentially. Long-term care can wipe out even a well-thought-out financial plan. To protect clients’ assets, I have my clients speak with an LTC specialist to evaluate options and see what makes the most sense. Some life insurance can also be used for LTC.