;

Peter Wall

True Link Financial

Peter Wall

True Link Financial

Peter Wall

True Link Financial

Profession LogoTRUST ADMINISTRATOR

Recognized across the country for his expertise in special needs investments, administration, and planning, Peter has over 18 years of trust administration experience at nationally chartered banks. Previously, Peter launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial.

Firm Description

We provide our investment management services and technology to:

  • Conservators and guardians
  • Attorneys
  • Independent fiduciaries
  • Nonprofit pooled trusts
  • Family member trustees
  • Trust companies   

We offer fully integrated solutions for:

  • Special Needs Trusts
  • Discretionary Trusts
  • Conservatorships / Guardianships
  • Family / Marital Trusts
  • Pooled Special Needs Trust
  • Revocable / Irrevocable Trusts
  • Creditor Protection Trusts

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

315 Montgomery Street 10th Fl
San Francisco, CA 94104

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts