Matthew is Financial Planner and Investment Manager at Clear Harbor Asset Management.  His planning practice focuses on the unique scenarios encountered by individuals with special needs and their families.   Matthew's sister, Joanna, has a developmental disability and Lennox-Gastaut...

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Michael Beloff, CFP® is a Wealth Advisor at Belvedere Wealth Partners. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant (ChSNC®) with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs,...

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